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Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Santa Goes Tech: An Exclusive DWN Interview

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Digital Wealth News is excited, and honored, to have been granted an exclusive interview with SANTA CLAUS on this busy week! Not many people...

The Week in Digital Wealth (12/11/23)

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The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood. Bloomberg and two other partners announced discontinuance...

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

The Taylor Market Report (6/27/23)

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Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.

Crypto Regulation in the U.S? Like Shining Up a DC-3

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Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...

Publisher Notes For 9/28/22

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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's more partnerships forming and new product launches.  Innovation always marches forward, and that's especially true in fintech. READ UP!

The Week in Digital Wealth (9/27/22)

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By Christopher Robbins This week in digital wealth a lot happened—not only did wealthtech news spill over from...

Publisher Notes For 10/19/21

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Greetings Fintech Friends! This week we explore the British royalty connection to fintech, hear about the new Bitcoin futures ETF along with Brazil's foray into BTC, and check out a sexy new art platform offering fractionalized shares of Monet masterpieces plus more. Read up!

WEALTHTECH INSIDER: What the ‘Golden Circle’ Teaches Us About Financial Advice

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The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”