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The Week in Digital Wealth (4/12/22)

By Gregory Bilecki TWIDW 4/12/22: Fed News & Market Impacts, and whoa - Walmart, McDonald’s,...

Advisor Tech Talk (4/12/22)

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Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...
NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

Top 5 VC Deals of the Week in Digital Wealth (4/5/22)

Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...
NEWS BRIEF 3 Industry

Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow

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BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...
news brief 1

Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...

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OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...

DWN Op-Ed: Biden’s War on Digital Assets: Part One – The Battle for Your...

In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.

REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules

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By Sid Yenamandra There's no question that cybersecurity is fast-moving space in general, and that...