2022 has been an eventful year for cryptocurrency, to say the least. The cryptocurrency industry experienced major trauma. A lot of this pain was self-inflicted and ther…
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that…
Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultat…
What is a "real" valuation of something? Although there is a lot of discussion currently being bantered about on what the value of bitcoin is, let's not be that specific…
By Chris Robbins ‘Tis the season for tech news! This week in digital wealth, we have a number of interesting developments. Perhaps most importantly was the announceme…
After 40 years, interest rates are now rising to both quash inflation AND get rates back to "normal," whatever that rate is. Let's call this a "Black Bear market."
By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas. "FUD" continued to spread throughout the cryptospace, with Binance ta…
The Wealth Mosaic (TWM) invites you to participate in a new research survey focused on the role and value of technology in the recruitment and retention of staff across…
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management ind…
I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the…
Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education. We also review OCIOs and dig into the late…
By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it will help Ce…