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Chaos and the 4th of July
The Lead

Chaos and the 4th of July

First, Happy 4th of July. Another birthday for America. Keep them coming and coming and coming. Chaos? Yup, and not just at the airports. If you are traveling by air…

By Bill Taylor · Jul 3, 2023
Advisor Tech Talk (Week of 7/5/23)
Advisor Tech Talk

Advisor Tech Talk (Week of 7/5/23)

Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful summer holiday, so yours truly - "the publisher" is doing an ann…

By DWN Staff · Jul 3, 2023
The Week in Digital Wealth (7/3/23)
Week in Digital Wealth

The Week in Digital Wealth (7/3/23)

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress tests by the Fed which reveal the resi…

By DWN Staff · Jul 3, 2023
Top 5 VC Deals of the Week in Fintech (7/3/23)
Top 5 VC Deals | Fintech

Top 5 VC Deals of the Week in Fintech (7/3/23)

It's a small world, after all. VCs are pulling the pursestrings open for startup funding in desirable sectors, regardless if what regulators try to deter by using red t…

By DWN Staff · Jul 3, 2023
Decentralized Diaries for the Week of 7/3/23
Decentralized Diaries

Decentralized Diaries for the Week of 7/3/23

A former US SEC attorney advised the cryptospace to focus on the issues that count rather than on the SEC Chairman. There's a lot of movement in the ETF space as fund…

By DWN Staff · Jul 3, 2023
Docupace Appoints Leon Weiss as its New CFO
Industry Briefs

Docupace Appoints Leon Weiss as its New CFO

Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive…

By Cindy Taylor · Jun 29, 2023
The Taylor Market Report (6/27/23)
Taylor Report

The Taylor Market Report (6/27/23)

Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017…

By Bill Taylor · Jun 27, 2023