Friends, we are now deep into summer and it seems like an "everything and nothing" kind of time. We have major fundings, new launches and integrations to report on. An…
Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, cry…
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…
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…
Happy Summer, Friends! We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the met…
Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z inve…
Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these…
Friends, we hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing -…
Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on th…
Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful. In the meantime…
The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time. We have a plethora of…
Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS. We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as…