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Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...
Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?
Advisor Tech Talk (3/22/22)
Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.
Exodus Begins Trading on Securitize Markets
March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...
The Taylor Report (3/15/22)
THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?
INTELLIGENCE FOR GROWTH: To Get More Leads, Bait The Marketing Hook With Custom Content
If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.
Advisor Tech Talk (3/15/22)
Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...
Top 5 VC Deals of the Week in Digital Wealth (3/15/22)
Last week we proclaimed we saw a pullback in funding, but we should know better. We do...
WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better
All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.
The Week in Digital Wealth (3/15/22)
By Gregory Bilecki
TWIDW 3/14/22: A friendly reminder, Russia & Ukraine updates, Biden signs a...
The Taylor Report (3/8/22)
U.S. treasuries and gold got a huge burst in a flight to safety. It won't last. U.S. interest rates are going up (bond prices down). Inflation is getting hot, hot hot. Expect interest rates to surprise to the upside.