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Publisher Notes For 11/9/22

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Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news.  There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!

FusionIQ Launches Digital First TAMP

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Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

The Week in Digital Wealth (11/8/22)

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By Chris Robbins This week in digital wealth there were a number of seemingly small announcements with potentially...

Advisor Tech Talk (11/8/22)

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By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

VIDEO: Learn About Ultra Blue Capital’s Algorithmic Fundamentals ETF (UBCB)

HOSTED by: Ultra Blue Capital's Algorithmic Fundamentals ETF...

REAL CLEAR CRYPTO: Gamification Takes Over Education

Gamification has been applied in education to help students learn faster & retain more information. Students who believe they are playing a game are less likely to become frustrated with tedious or repetitive tasks.

Decentralized Diaries For The Week of 11/8/22

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Editor's Note: Since the FTX/Binance story broke on 11/8/22 (after this weekly column originally published), Bitcoin has become significantly more volatile.  As...
NEWS BRIEF 4

Kingswood U.S. Expands Tech-Enabled Alts Offerings with New Portal Launch

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New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...

Publisher Notes For 11/2/22

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Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance of data to FAs and a deep dive into how Reddit is changing crypto markets….. READ UP!

FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level

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As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.