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FTX Missing Money? So What’s The Big Deal?

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You've heard of the FTX debacle, right? You know who Sam Bankman-Fried (SBF) is, right? You're "aghast" at all the details and the cavalier...

AI ILLUMINATIONS: Applying the Learning from Reading The Tortoise and the Hare

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There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.

Advisor Tech Talk (12/6/22)

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By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...

The Week in Digital Wealth (12/6/22)

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By Chris Robbins Thanksgiving didn’t slow the always busy activity in digital wealth this week. In crypto, one...

VIDEO: Learn About Janus Henderson’s Net Zero Transition Resources ETF (JZRO)

HOSTED by: Janus Henderson’s Net Zero Transition Resources...

Decentralized Diaries For The Week of 12/6/22

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By Christopher Hamman What a week! Bitcoin prices slightly reclaimed lost territory. The bulls believed that the sought-after silver lining had finally arrived.  Embattled FTX...

Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms

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Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...

The Week in Digital Wealth (11/29/22)

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By Chris Robbins This week in digital wealth there were continued aftershocks from the sudden collapse of crypto...

Advisor Tech Talk (11/29/22)

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By Chris Robbins For the week before the Thanksgiving holiday, there was a lot going on in advisor technology. Notably, Fidelity Institutional added...

Decentralized Diaries For The Week of 11/29/22

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By Christopher Hamman Last week, the cryptocurrency space continued to spin from multiple institutional failures.  The Senate Committee on Agriculture will hold a hearing...