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…
Friends, no matter whether the markets are UP or DOWN, we continue to see major deals and huge movement in the digital wealth sector in all categories. This week is no…
Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming. We're seeing VC dollars trending lower, even while there'…
Friends, Autumn arrives this week and with it, a massive rate hike from the Fed. Meanwhile, VC keeps pouring into fintech, markets in all sectors are dropping and it's a…
Friends, Summer is drawing to a close, Labor Day is over & now we're looking to Q4.22, even amidst troubling inflationary numbers. Need the 411 on markets and where the…
Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives. In that spirit, let's…
Friends, Labor Day is nearly here - where did the summer go? While we all ponder that question, the digital wealth industry marches forward with more M&A (and technolog…
Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors ri…
Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth! This week we look at two (relatively) new BTC fans, explore "What's Up with W…
Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. A…
Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve yo…
Friends, "A Midsummer Night's Dream" comes to mind as we close out July. Truthfully, it's been since college that I read the full works of Shakespeare and I had to look…
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…
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…
Happy 4th of July Week to our US friends! We hope you all celebrated the birth of our beautiful nation in your hometowns. And with that, sending our thoughts and prayers…
Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current pol…
Happy Summer, Friends! We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the met…
Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z inve…
Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these…
Friends, we hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing -…
Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on th…
Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful. In the meantime…
The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time. We have a plethora of…
Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS. We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as…