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Advisor Tech Talk (Week of 4/10/23)
It was another holiday week, but still a busy one in the advisor tech world.
In this week’s Advisor Tech Talk, we...
Publisher Notes For 3/22/23
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year. READ UP!
Advisor Tech Talk (Week of 3/22/23)
This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...
Mike Zebrowski Joins Docupace as Chief Operating Officer
Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...
Advisor Tech Talk (1/10/23)
Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...
Publisher Notes For 11/2/22
Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance of data to FAs and a deep dive into how Reddit is changing crypto markets….. READ UP!
Advisor Tech Talk (11/1/22)
By Cindy Taylor
Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...
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!
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...