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The Week in Digital Wealth (7/30/24)

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Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

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...

AI & Finance™ | News for the Week Ending 6/28/24

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...

Decentralized Diaries for the Week of 10/31/23

It looks like the Fed is still interested in a CBDC, despite objections. JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...

CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors

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CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry.  The firm tells Digital Wealth News that...

Top 5 VC Deals of the Week in Digital Wealth (3/1/22)

This week we have some interesting new trends in digital wealth venture capital, and really every week is...

Cybersecurity in Advice Firms: 4 Ways to Improve Your Human Firewall

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Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.
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When In Doubt, Zoom Out: Crypto & the “Lengthening Cycle Theory”

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Recently, the crypto asset market cap fell from a peak of $2.502 trillion to as low as $1.351 trillion in the wake of growing high-profile concern over Bitcoin’s energy usage. Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here.

REAL CLEAR CRYPTO: When In Doubt, Zoom Out

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Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here. 

Advisor Tech Talk: 11/23/21

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The broader financial advisor community has been adding tech talent, launching new products and going digital.