Advisor Tech Talk (7/5/22)
By Christopher Robbins A belated happy Independence Day! There’s nothing like a long weekend of hotdogs and fireworks to remind one of how wonderful the U.S. still…
By Christopher Robbins A belated happy Independence Day! There’s nothing like a long weekend of hotdogs and fireworks to remind one of how wonderful the U.S. still…
Happy 4th of July Week to our US friends! We hope you all celebrated the birth of our beautiful nation in your hometowns. And with that, sending our thoughts and prayers…
Despite the market downturn, the blockchain gaming industry appeared to show continued growth in every direction. Here are some news snippets that were intriguing despit…
The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client accounts for financial advisor…
An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your cur…
Happy 4th of July Week to our US friends. Deals were somewhat curtailed the past week with the long holiday weekend here in the US, but even so, we still had four of o…
What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/…
Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current pol…
Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is…
Let's talk inflation. It's all the RAGE (literally) and, after months and months of passive interest, inflation has finally become public enemy number one. It sure takes…
By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the digital wealth world is running especially hot. In this week’s sampling of recen…
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 blockc…