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The Week in Digital Wealth (11/1/22)
By Christopher Hamman
There has been a lot of goings-on in the digital wealth space over the past...
Publisher Notes For 10/25/22
Friends, are we there yet? Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more. READ UP!
FINTECH CORNER: The Importance of Personalization in WealthTech
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.
Decentralized Diaries For The Week of 10/25/22
By Christopher Hamman
Last week, cryptocurrency prices held steady. Bitcoin prices remained at previous levels.
Cryptocurrency adoption rates continued to rise as institutions continued...
REAL CLEAR CRYPTO: Visa Partners With Crypto Brokerage FTX, Probably Nothing…
Visa announced over the weekend that they have partnered with the largest private crypto brokerage FTX in a move that will enable banks and merchants in the Visa network offer crypto related services.
WEALTHTECH INSIDER: New Marketing Rules – What CCOs Need To Do Now
In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.
The Week in Digital Wealth (10/25/22)
By Christopher Hamman
It’s been quite the week in the fintech sector!
Goldman Sachs and Qontigo deepened their collaborations.
Friendly...
VIDEO: Learn About Procure’s Disaster Recovery Strategy ETF (FEMA)
HOSTED by:
Procure's Disaster Recovery Strategy ETF (FEMA)
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Publisher Notes For 10/18/22
Friends, we're back at it with more original content for the week, including a deep dive into the future of Web3, an op-ed on who is regulating the regulators, and a deep dive into "fintok" (yes, that's spelled correctly) and why it matters. READ UP!
Advisor Tech Talk (10/18/22)
By Cindy Taylor
Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...