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REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

Advisor Tech Talk (Week of 7/17/23)

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Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...

MARTECH MINUTES: How SMEs Help Write Content

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To create high-quality content for your organization, consider working with an internal or external subject matter expert (SME), and an industry-specific copywriter or marketing agency can write content for your SME.
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FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX

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FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...

The Week in Digital Wealth (7/17/23)

While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...

Decentralized Diaries for the Week of 7/17/23

Things continued to look favorable for the DeFi industry despite the twists and turns we are already used to. Larry Fink continued his "crypto evangelism"...

Top 5 VC Deals of the Week in Fintech (7/17/23)

Deals sour...AI is 'dangerous,' and billionaire boys battle If you're seeking entertainment, spend a few minutes mulling over the latest headlines while...

INTELLIGENCE FOR GROWTH: The Power of Images-5 Tips for Driving Content Engagement

In this article, the marketing experts at TIFIN Clout provide five easy best practices to help you deploy images that will drive clicks and engagement with your content.

WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack

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For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients. 

CapIntel’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule

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CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...