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WEALTHTECH INSIDER: After Markets’ Rough January, Orion’s Outlook Is Optimistic
Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.
The Week in Digital Wealth (2/1/22)
Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.
Advisor Tech Talk: 2/1/22
The wealthtech space is increasingly embracing AI and ML. Major banks are making fintech a priority in the new year. Advisors are looking to tech to help investors grow their wealth in the current market environment.
Crypto and ESG: Bitcoin’s Energy Consumption and the Future of Blockchain Sustainability
With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.
How to Use Automated Deliverables to Reduce Regulatory Risks
As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your operations need to meet SEC compliance regulations.
Fintech Corner: Why Merely Adopting New Technology To Grow Your Firm Isn’t Enough
Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.
REAL CLEAR CRYPTO: Crypto Wallets – The Custodial Vessel For All Digital Assets
Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.
Is 2022 a “Tonga Year”?
So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge hopes and dreams.
Advisor Tech Talk: 1/25/22
In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients.
AI ILLUMINATIONS: Disrupt with Compassion!
Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.