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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,...
Publisher Notes For 5/18/22
Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful. In the meantime, we have PHENOMENAL new content for you this week addressing important market issues and so much more. READ UP!
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 2
Financial markets are awash with risk right now, said Rick Bookstaber, founder of Fabric RQ, but one risk category that investors likely won’t have to worry about long-term is geopolitical.
Advisor Tech Talk (5/18/22)
By Christopher Robbins
I’m still an optimist
To borrow a bit from...
Top 5 VC Deals of the Week in Digital Wealth (5/18/22)
Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...
The Taylor Report (5/10/22)
PANIC? WHEN MARKETS START DOWN, THE FIRST PEOPLE TO PANIC (AND SELL) ARE SMART. THE SECOND GROUP TO PANIC AND SELL COME OUT AHEAD. THE LAST TO PANIC? THAT'S WHEN YOU BUY.
Publisher Notes For 5/10/22
The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time. We have a plethora of great insight from our thought leaders on how to address this through risk mitigation, automation, alternatives and more. READ UP!
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...