The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The March edition includes: 1) Information on our next FinTech Focus Hour webinar, featuring Bob Veres and Joel Bruckenstein 2) Our latest blog post from CEO Marwa Zakharia entitled “Next-Gen Wealth Holders: How Paradigms in Behavior Will…
Next-Gen Wealth Holders: How Paradigms in Behavior Will Impact the Future of Financial Advice What Makes Next-Gen Wealth Holders Tik (Tok)? I saw a great social media post the other day answering the question, “Why isn’t social media working for me as a financial advisor?” And the answer was pretty straightforward: If social media…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The February edition includes: 1) Information on our next FinTech Focus Hour webinar featuring Bob Veres 2) Our latest blog post from CTO Miguel Zakharia entitled “Web 3 Brings DeFi Options to the Masses” 3) Upcoming closure…
Web 3 Brings DeFi Options to the Masses Cryptocurrency, yield farming, staking, smart contracts, DeFi, Bitcoin as a hedge against inflation. Lately, it’s difficult to avoid these topics. While there may be fear, uncertainty and doubt surrounding the future, it’s important to gain at least a basic understanding of how our industry will change in…