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Compliance Rescues Firms And FAs From Crypto Dumpster Fire

For Experienced Wealth Management Compliance Professionals, Crypto Always Had Less Value Than Hill Of Magic Beans As we ring in the new year, I have a question for our readers: Would you ever like to be the dumbest smart person in the room?

Read more on wealthsolutionsreport.com
Leader Board: 32 new Portland-area executives you should know (Q4 2022)

Leader Board: 32 new Portland-area executives you should know (Q4 2022)

Read more on bizjournals.com
Transitions, Transactions & Promotions: Mercer Acquires Billion Regis As DeVoe Updates M&A Forecast

Transitions, Transactions & Promotions: Mercer Acquires Billion Regis As DeVoe Updates M&A Forecast

Read more on wealthsolutionsreport.com
Advisor Tech Talk (12/6/22)

Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh announced a new chief financial officer, while J.P. Morgan launched a client portal-like feature integrated with its Chase app.

Read more on dwealth.news
Tech Moves: Armoire, Esper and Smarsh add leaders; Dutchie hires Toast exec as CEO

Tech Moves: Armoire, Esper and Smarsh add leaders; Dutchie hires Toast exec as CEO

Read more on geekwire.com
Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest

Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest

Read more on investmentnews.com
Wealthtech Executive Moves

Smarsh hires new CFO and Chief People Officer; Atria brings on Tech-Friendly Head of Independent Channel

Read more on dwealth.news
Smarsh names new CFO, Chief People & Diversity officers

Smarsh names new CFO, Chief People & Diversity officers

Read more on bizjournals.com
How The 'Great Wealth Transfer' Is Affecting Financial Advisors

The so-called "great wealth transfer" is something the financial services industry has talked about for years. Now, it is well underway, and the numbers are mind-blowing.

Read more on forbes.com
WSR Pathfinder Awards – Hispanic Top Industry Leaders

In honor of National Hispanic Heritage Month, WSR continues its commitment to underrepresented communities by honoring six outstanding wealth management professionals as Hispanic Top Industry Leaders in the fourth installment of the invitation-only WSR Pathfinder Awards.

Read more on wealthsolutionsreport.com
Robert Cruz of Smarsh Talks about Biden’s Incoming Crypto Regulations

Cryptocurrency regulations can be a controversial topic, but experts and policymakers say that investors and crypto businesses should accept them wholeheartedly. More regulations would mean more stability in the volatile cryptocurrency market. Countries like UK, USA, and India have openly discussed their ideas and prospects regarding how the governments would like to introduce digital assets into their economic and financial markets.

Read more on analyticsinsight.net
Advisor Tech Talk (4/12/22)

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but pessimism seemed to weigh a little heavier on the sector than ever before.Looming large mid-week was the collapse of start-up Fast, which shut down so suddenly on Tuesday that almost all of its 450 employees were reportedly stunned by the news. Fast had attracted 0 million in venture capital funding drawn by its promise of one-click transactions for online shoppers and retailers.

Read more on dwealth.news
Smarsh Completes Acquisition Of Digital Safe Product Line from Micro Focus, Extending Global Leadership In Enterprise Information Archiving

Smarsh Completes Acquisition Of Digital Safe Product Line from Micro Focus, Extending Global Leadership In Enterprise Information Archiving

Read more on aithority.com
Smarsh acquires Digital Safe product line from Micro Focus

Smarsh has completed its acquisition of the Digital Safe product line from Micro Focus.

Read more on privateequitywire.co.u
Growth of staff monitoring software stokes debate over rights and morals

Brian Cramer has built a growing business helping financial services firms meet their legal obligations by tracking employees’ communications and activities. But, now, demand for such tools is expanding beyond those companies — and for a broader range of reasons.

Read more on ft.com

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Smarsh handles information you submit to Smarsh in accordance with its Privacy Policy. By clicking "submit", you consent to Smarsh processing your information and storing it in accordance with the Privacy Policy and agree to receive communications from Smarsh and its third-party partners regarding products and services that may be of interest to you. You may withdraw your consent at any time by emailing privacy@smarsh.com.

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