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DWN Op-Ed: Biden’s War on Digital Assets: Part One – The Battle for Your...
In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.
Fintech Luminaries – Meet Chad Parks of Ubiquity Retirement + Savings
For our latest Fintech Luminaries feature, we'd like you to meet Chad Parks of Ubiquity Retirement + Savings, which provides solutions that enables advisors to deploy their client portfolios in a more intelligent way with a main focus on managing risk.
Chalice Network™ Announces Launch of Chalice CaresRX Prescription Drug Savings Platform
Chalice Network proudly announces the launch of Chalice CaresRX, a prescription drug savings platform, complete with app, that allows members to save up to 80% on prescribed medications. The service is 100% free to members and is accepted at over 35,000 pharmacies including CVS, Rite Aid, Walgreens and Walmart. Chalice CaresRX offers members, their families, employees and clients an affordable, convenient and pain-free means of obtaining their much needed medications.
WING Trusts-A Wyoming Asset Protection & State Income Tax Savings Vehicle
By Cassie Hoffman/ Two Ocean TrustOriginally Published June 25, 2020 on Twoocean.com
‘WING’ is the...
AI & Finance™ | News for the Week Ending 7/18/25
Times are certainly changing, and we have to evolve with them, or resign ourselves to being left behind.
Welcome to another edition of AI &...
The Week in Digital Wealth (7/14/25)
Chaos settled into order as industry players continued to show themselves what other uses Fintech solutions can achieve. Then again, it's Fintech.
Everything (sometimes)...
Advisor Tech Talk (Week of 7/14/25)
They sound like they’re something out of The Matrix, and some industry observers believe that over the long term they will...
Advisor Tech Talk (Week of 7/7/25)
Ah yes, the mid-year doldrums are upon us with a big slowdown in wealth management news, but technology didn’t get the...
The Week in Digital Wealth (6/30/25)
The end of June brought industry stability, with regulators pushing for clarity and rail guards for product launches. Industry utility also improved thanks to...
Advisor Tech Talk (Week of 6/30/25)
Imagine, if you will, a world without wealth management, and therefore, without wealth management technology.
Welcome to another Advisor Tech Talk, we...