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The Week in Digital Wealth (9/20/22)

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By Christopher Robbins It was a wild week in financial markets, and a wild week in digital wealth....

Advisor Tech Talk (9/20/22)

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By Christopher Robbins That was quite a week, wasn’t it? We said goodbye to Queen Elizabeth II, whose 70-year reign was punctuated on...

Practifi Propel Provides Advanced Analytics for Wealth Managers

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In the highly competitive and consolidating wealth management industry, firms that can leverage advanced analytics to organize and surface mission-critical data will come out...

AI ILLUMINATIONS: If You Build It, Who Will Come? Part 2

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User and client expectations around technology have changed in recent years, especially as a larger chunk of the population has started managing their financial lives online and via apps.

Publisher Notes For 9/14/22

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Friends, Summer is drawing to a close, Labor Day is over & now we're looking to Q4.22, even amidst troubling inflationary numbers.  Need the 411 on markets and where they're headed next plus the latest industry news & fundings? READ UP! | Cindy Taylor, Publisher

Clarity for Crypto? Finally?

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For real? A definitive decision on regulating cryptoassets? It sure looks like it. Just last Thursday, in a big surprise, Securities and Exchange Commission...

REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure

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Massive institutions and working-class professionals alike are demonstrating unprecedented demand for digital assets. For many, the question is how, not if, to invest in Bitcoin and other cryptocurrencies.

The Week in Digital Wealth (9/13/22)

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By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

Top 5 VC Deals of the Week in Digital Wealth (9/13/22)

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Anybody remember THE BLUES BROTHERS out there?  One of my favorite movies EVER (I love the blues,...

Advisor Tech Talk (9/13/22)

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By Christopher Robbins The Queen is dead. Long live the King. Anglophiles get a lot of grief in the U.S., and for good...