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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.

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...

REAL CLEAR CRYPTO: Time Is Now For Advisors To Learn Crypto, Blockchain

The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade, mostly among themselves, and have developed their own language.

Top 5 VC Deals of the Week in Digital Wealth (12/06/22)

Friends, for those of you who celebrated Thanksgiving in the US, we hope you had a beautiful time with family and...

FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2

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For national and regional enterprise firms operating across different jurisdictions, the ongoing cost of staff, systems, processes and leadership necessary for maintaining compliance can become very expensive.

Publisher Notes For 11/30/22

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Friends, Thanksgiving is in the rear view mirror and now we're headfirst into the holiday season. Even so, the news in the digital wealth sector keeps flowing, with more VC fundings, additional fallout from the FTX collapse and more, plus new thought leadership on technology trends worth reviewing, all right here at Digital Wealth News. READ UP!

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...

The Taylor Report (11/22/22)

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With the FTX drama playing out, talk about inflation, interest rates and a recession is being pushed aside. Don't get sucked into thinking those issues have passed. They have NOT.

Publisher Notes For 11/23/22

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Friends, we had our Thanksgiving early this year and we're already "turkey'd" up!  We want to wish all of you a beautiful holiday with family & friends and express our gratitude for our wonderful community here at Digital Wealth News!  In the meantime...READ UP!