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The Week in Digital Wealth (1/24/23)
By Christopher Hamman
What a week!
Things rolled by with the world wondering when Congress will put its act...
Top 5 VC Deals of the Week in Digital Wealth (1/24/23)
By Teresa Leno
Carnage? Not so fast. This past week's news headlines were nothing 'rose-y' for tech (and VC) as Google, Microsoft,...
COMPLY C-Suite Appointments Support Continued Integration
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...
Publisher Notes For 1/17/23
Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week! READ UP!
Advisor Tech Talk (1/17/23)
The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1
As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.
Decentralized Diaries For The Week of 1/17/23
By Christopher Hamman
The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers.
Bitcoin is breathing easy at around $20k.
SBF's lawyers have...
Top 5 VC Deals of the Week in Digital Wealth (1/17/23)
By Teresa Leno
Last week CB Insights released its State of Venture Global | 2022 recap report, and as many anticipated, VC...
The Week in Digital Wealth (1/17/23)
By Christopher Hamman
Things picked up steam last week as everyone settled down and business as usual returned.
The...
White Glove Simplifies Pricing as Demand for Services Grows
Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure.
The company focuses...