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Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms
CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...
REAL CLEAR CRYPTO: The Future of Crypto, Part 2
Today, there is an ongoing scramble among global powers to understand cryptocurrencies and use them—and their underlying blockchain and distributed ledger technologies—for their own benefit.
The Week in Digital Wealth (4/26/22)
By Gregory Bilecki
TWIDW 4/26/22: Fed News & Market Impacts, Musk buys Twitter and Stripe...
WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
ComplySci Publishes 2022 CCO Playbook
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
Advisor Tech Talk (4/26/22)
It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...
REAL CLEAR CRYPTO: The Future of Crypto, Part 1
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the mainstream.
The Week in Digital Wealth (4/19/22)
By Gregory Bilecki
TWIDW 4/19/22: Fed News & Market Impacts, Binance launches its first customer...
The Times They Are a-Changin’: Automating Workflows in Financial Services
Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.
WHITEPAPER: Behavioral Alpha – An Advisor’s Greatest Value
Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.