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Advisor Tech Talk (5/24/22)
By Christopher Robbins
My family received a firm reminder that we are still living...
EPISODE 62: Welcome to the Phygital World
In this episode, DWealthMuse host, Dara Albright, and guest Will Knecht, Chairman of Wendell August Forge, America’s oldest and largest, crafting hand-wrought ornamental metalware and elegant giftware since 1923, discuss the emergent phygital world and what it means to businesses, investors and generational gaps.
Taking a Leap: A Tech-Driven Liquidity Solution for Homeowners
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...
The Week in Digital Wealth (5/18/22)
By Gregory Bilecki
TWIDW 5/16/22: Terra’s reserve fund vanishes, hackers make off with $370m in...
Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform
CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...
DWN Op-Ed: PE RegTech – From SEC Rules to Crypto, Urgency of Digital Solutions...
While the “Rule of Three” isn’t enshrined in any regulatory code or compliance protocol, it is a fitting construct for discussions of regtech in the private equity space today. Without question, the private equity space comes with a highly dynamic regulatory and legal environment, and this drives the kinds of technology solutions needed to address a constantly changing ecosystem.
REAL CLEAR CRYPTO: A 99-Year-Old Company Steps Into The New ‘Phygital’ World, Part 1
Wendell August Forges is in the business of crafting metal gift ware and collectibles, but the company is joining the NFT world - one of the first real-world collectible companies to move aggressively into NFTs.
The Week in Digital Wealth (5/10/22)
By Gregory Bilecki
TWIDW 5/9/22: Fed News & Market Impacts, SEC adds staff responsible for...
AI ILLUMINATIONS: Automating Customer Journeys End-To-End – The End Is The Beginning
Until recently, most enterprises in the financial services industry had been looking at automation merely as a step within a business process. The approach to adopting automation was more tactical than strategic.
In One Word: Trust
IMPACT
“Do you have a minute?” asked your manager.
You must have...