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Publisher Notes For 11/9/22
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news. There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!
The Week in Digital Wealth (11/8/22)
By Chris Robbins
This week in digital wealth there were a number of seemingly small announcements with potentially...
Advisor Tech Talk (11/8/22)
By Chris Robbins
This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...
The Week in Digital Wealth (9/20/22)
By Christopher Robbins
It was a wild week in financial markets, and a wild week in digital wealth....
The Week in Digital Wealth (8/23/22)
By Christopher Robbins
This week in digital wealth there was a lot of activity on the margins, but...
The Week in Digital Wealth (8/5/22)
By Christopher Robbins
This week in digital wealth we have some new practice management...
Top 5 VC Deals of the Week in Digital Wealth (5/24/22)
For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...
How to Create a More Tangible Client Experience and Reduce Churn
The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.
Advisor Tech Talk: 11/2/21
Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.
Do No Harm: The First Rule When Considering New WealthTech
About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't.