DECEMBER 15, 2020

Digital Assets Playbook: Bitcoin

Peter Hans

How to answer the five key questions your clients have on bitcoin.

FULL ARTICLE

Sponsored by KraneShares

Q3 China internet review and the impact of new US administration.

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High Net Worth

Creating Governance Rules for Siblings in a Family Business

Dr. Denise P. Federer

Changes in the dynamic are necessary for survival.

FULL ARTICLE

WEALTHIES CIRCLE PODCAST

Managing Financial Risk with Riskalyze

In partnership with Riskalyze

Riskalyze CEO Aaron Klein introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.

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Technology

JPMorgan Says MassMutual’s Bitcoin Foray Signals Widening Demand

Joanna Ossinger (Bloomberg)

The cryptocurrency is gaining more recognition as a portfolio diversifier amid dollar weakness, somewhat akin to gold.

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Wealthies Circle Spotlight

A Bank Wealth Management Executive’s Guide to Platform Technology Strategy in the 2020s

Contributed by Vestmark

Technology users across banks communicate this common theme: to compete and be efficient we need a single source of truth, streamlined processes and a modern client experience – but legacy technology platforms don’t allow for this.

FULL ARTICLE

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Wealthies Circle Spotlight