Happy holidays to all of my WealthTech Weekly readers! As far as I can tell, many in the tech world have already gotten started on their vacations, and I’ll be joining you soon. But if you need something to read we have an excellent piece on DeFi from Onramp Invest’s Caitlin Cook, as well as a look at a new network hoping to provide technology and resources to underrepresented financial advisors.
It has been an exciting and challenging year, and I just want to thank every one of you for spending some of it with me. As always, you can reach me via email or on Twitter, and I look forward to seeing you all in 2022. | | Ryan Neal
Technology Editor, Financial Planning
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| By Caitlin Cook 4 min read | Decentralized finance is on your clients’ radars, and should be on yours, too. Read story → |
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| | | By Ryan W. Neal 3 min read | Dasarte Yarnway and Emlen Miles-Mattingy plan to launch the Onyx Advisor Network to support women, BIPOC and LGBTQ+ communities. Read story → |
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| | | Experts discuss the latest ways firms are defining their value propositions and evolving their customer communications, experience and support. Read story → |
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| | | JPMorgan Chase executives were supposed to make sure employee communications were archived for regulatory scrutiny. But for years, even the bosses were using their mobile phones to tap out work-related messages — a practice so pervasive that U.S. authorities dropped the hammer Friday, imposing $200 million in fines. Read story → |
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| Good digital technology doesn't replace relationships. It enhances them. Read more → |
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| | | By Tobias Salinger 4 min read | Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field. Read story → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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