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Decentralized Diaries for the Week of 11/5/24
The industry continued to normalize, with unique traits defining its pivotal moments. Digital assets continued to have the innovation everyone is (now) accustomed to...
World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial.
"We are excited...
STANDARD DEVIATIONS PODCAST: Michael Finke – The Behavioral Science Behind Your Retirement
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP®.
This week on Standard Deviations...
Decentralized Diaries for the Week of 10/9/24
Adoption continued gaining ground while risks remained. Volatility is (reportedly) on the decline as the crypto industry becomes mature.
The headlines:
CZ continued to make...
Advisor Tech Talk (Week of 10/9/24)
I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
Decentralized Diaries for the Week of 8/20/24
Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest.
The...
STANDARD DEVIATIONS PODCAST: Clare Flynn Levy – Good Behavior, Good Returns?
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics.
Prior to...
Decentralized Diaries for the Week of 7/30/24
Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...
The Week in Digital Wealth (7/23/24)
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly).
Headlines to take note of:
Bloomberg continued its automation...