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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!

Recession, Elections, Inflation and………What’s Next?

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Well, it's happened. Or, is happening. Global economies have put the Covid19 pandemic in the rear view mirror (oh, except China) with a huge sigh...

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...

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.

Advisor Tech Talk (11/1/22)

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By Cindy Taylor Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...

The Week in Digital Wealth (11/1/22)

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By Christopher Hamman There has been a lot of goings-on in the digital wealth space over the past...

Decentralized Diaries For The Week of 11/1/22

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By Christopher Hamman There was a flurry of activity within the decentralized space last week. Dogecoin-loving Elon Musk "finally" settled the Twitter acquisition and...