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REAL CLEAR CRYPTO: Trump Goes Web3

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Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 community.

WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 2

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A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

Decentralized Diaries For The Week of 12/27/22

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By Christopher Hamman The holiday week started with quite a bit of drama.  Sam Bankman-Fried was extradited to the US, with a New York...

Publisher Notes For 12/21/22

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Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.

Advisor Tech Talk (12/20/22)

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By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...
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Docupace Launches Toolkit RIAs Designed to Remove Barriers to Growth

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Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

The Week in Digital Wealth (12/20/22)

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By Chris Robbins ‘Tis the season for tech news! This week in digital wealth, we have a number of...

Decentralized Diaries For The Week of 12/19/22

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By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas.  "FUD" continued to spread throughout the cryptospace, with...

WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...

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Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

Publisher Notes For 12/14/22

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Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education.  We also review OCIOs and dig into the latest fintech news of the week. READ UP!