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Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live
AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.
REAL CLEAR CRYPTO: The Future of Crypto, Part 2
Today, there is an ongoing scramble among global powers to understand cryptocurrencies and use them—and their underlying blockchain and distributed ledger technologies—for their own benefit.
The Week in Digital Wealth (4/26/22)
By Gregory Bilecki
TWIDW 4/26/22: Fed News & Market Impacts, Musk buys Twitter and Stripe...
WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
AI ILLUMINATIONS: The Internal Sale of Automation
While the management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to each stakeholder.
Publisher Notes For 4/20/22
Friends, this week we explore what may be driving the unusual Bitcoin markets, review our top VC deals (Brazil brought us the "winner" this week) and explore Tesla's latest exploits in crypto mining, plus so much more. READ UP! Cindy Taylor | Publisher
REAL CLEAR CRYPTO: The Future of Crypto, Part 1
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the mainstream.
Advisor Tech Talk (4/19/22)
My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...