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During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.

Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us. At its core, the secure digital ledger system of blockchain is built to be one that cannot be ‘hacked’ or altered once the block is validated.

HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

Well, not really a surprise. The biggest surprise is that this latest financial crisis has taken so long...

Friends, we'd be remiss not to acknowledge that as we write this, oil has hit a new...

By Christopher Robbins Just as volatility, recession and inflation have become part of the...

By Christopher Robbins As an older Millennial, I love my technology.