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The Week in Digital Wealth (10/9/23)
Happy Columbus Day!
The FinTech industry continued to move along with TS Imagine's new tools.
BBH, the FI giant, added execution services.
The BIS continued the CBDC...
STANDARD DEVIATIONS PODCAST: Amanda Clayman – Money’s Messy Middle
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Amanda Clayman.
Amanda Clayman is widely recognized as a leader in...
REAL CLEAR CRYPTO: Tokens for the Growth of AI | Render Network $RNDR
The Render Network, a decentralized network of GPUs, is revolutionizing the way digital artists and AI developers render their work by tapping into the computing power of idle GPUs worldwide.
Will AI Tools Revolutionize Data-Driven Wealth Management Functions?
Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...
Advisor Tech Talk (Week of 10/09/23)
This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.
Edelman Financial Engines and...
DWN Publisher Notes For 10/4/23
Friends, notice anything different? We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content! Click here to read the "behind the scenes" on how & why we did it! | READ UP!!
WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
STANDARD DEVIATIONS PODCAST: Jay Coulter – The 5 Dimensions of a Great Advisory Practice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter.
Jay Coulter is a practice management and investment portfolio...
REAL CLEAR CRYPTO: Regulatory Developments in Digital Assets
The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.