“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced…
Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the way it’s always been do…
It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest adopted tools t…
Its all the rage. Central bank digital currencies. The Bahamas have one (the Sand Dollar of the Bahamas was the first CBDC of the world). Nigeria has one. China is wo…
For years, industry pundits have been sounding the alarm: The number of financial advisors at or near retirement age is outpacing the number of new financial advisors e…
By Christopher Robbins This was a very busy week in digital wealth. In the banking world, BankiFi took a big step forward in expanding its North American business, whil…
Friends, we're off to Sin City this week for the W3BX Web3/NFT conference, and we are excited to get educated on the next emerging trends in finance. In the meantime, we…
By Christopher Robbins Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as alternative invest…
Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’…
Last week was topsy-turvy with several silver linings. The digital asset markets are still moving sideways, but there are a few indications that things are looking up. …
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wav…
The delivery of financial services and operational and risk management procedures can both be significantly improved by the use of artificial intelligence (AI), particul…