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Advisor Tech Talk (5/24/22)

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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

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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...
Press Release 5

Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform

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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 

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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

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IMPACT “Do you have a minute?” asked your manager.  You must have...