Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner. Spitzner was the founder of Wealth Consulting Partners, L…
If you ignore something long enough don't be surprised when an inevitable "surprise" actually happens. Or rather, don't ignore what's standing right in front of you. Lik…
The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a standstill. Still, for an industry that dep…
So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is tra…
What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the wealthtech industry's most powerful titans and heard the m…
By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under a week following their Q4 2022 release. But, even…
By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs. The White House unveiled its roadmap to help st…
By Christopher Hamman The US Government continued digging its heels on crypto regulation with mixed reactions from congress. “Crypto-skeptic” Goldman Sachs indicated…
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current…
Summary: You’ve been to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions. Derek Hagen is the founder of Money Health Soluti…
This week on Standard Deviations Podcast, Dr. Daniel Crosby speaks with Eric Clarke of Orion Advisor Solutions. Eric Clarke serves as CEO for Orion Advisor Soluti…