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The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
Decentralized Diaries for the Week of 11/6/23
The cryptospace continued to hum along with the regular issues happening like clockwork.
SBF is guilty.
That's what the jurors decided.
The DoJ seized 30k Ethereum tokens.
Solana...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
DWN Publisher Notes For 10/31/23
Friends, our CEO mentioned that he's researching DWN for historical info for his content this week. We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!
The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
Advisor Tech Talk (Week of 8/14/23)
This week in advisor tech headlines, we have a bevy of AI-infused briefs.
While the traditional wealth tech industry seemingly took a...
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...