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WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 2
A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.
The Taylor Report (12/20/22)
Don't worry, the Fed has a handle on inflation. Don't worry, regulators will make sure your crypto investments will be safe. Don't worry, the government is ready to help you. Rest well in 2023.
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
The Week in Digital Wealth (12/20/22)
By Chris Robbins
‘Tis the season for tech news!
This week in digital wealth, we have a number of...
Decentralized Diaries For The Week of 12/19/22
By Christopher Hamman
Last week, FTX founder SBF was arrested by the authorities in the Bahamas.
"FUD" continued to spread throughout the cryptospace, with...
WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...
Advisor Tech Talk (12/13/22)
By Chris Robbins
There were a number of important advisor technology announcements this week ahead of the end-of-year holidays.
Carefull announced that it...
The Week in Digital Wealth (12/13/22)
By Chris Robbins
As the weather turns cold, the news in digital wealth continues to heat up.
In banking...
Decentralized Diaries For The Week of 12/12/22
By Christopher Hamman
Editorial Note: We decided to pivot away from Sam Bankman-Fried and FTX because of the rapidly developing situation. We will...
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...