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…
I hate to use an old cliche' but WHAT A DIFFERENCE A WEEK MAKES! Last week - through last Monday - we had relatively ho hum fundings to report. Then last minute, Klarn…
By Christopher Robbins This week in digital wealth, we pick up some of the slack in advisor wealthtech with a major announcement from Schwab and a big merger between…
By Christopher Robbins I’ve recently come into a bit of a windfall, in a very unfortunate manner. A relative died and left significant wealth behind them, and now a p…
Let's be blunt. It's summer. Time for vacations and travel. Summer also means that financial markets are generally, usually and expected to be "subdued." So as the summe…
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 wa…
By Laurie Ehrbar After much fanfare, the SEC's new marketing rule will go into effect later this year. It represents a marked improvement from the previous rules gove…
Over thirteen years for fed stimulus to get inflation up. Now, just beginning to take stimulus away and raising rates. That doesn't go away in just a few months. It's a…
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…
Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and…
Nothing like a crypto market meltdown (a/k/a crash) to bring out more cries for strong regulation. The public and "innocent" investors need to be protected, ya know. Not…
The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty…