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Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...

Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

Friends, our CEO mentioned that he's researching DWN for historical info for his content this week.  We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!

"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general, but there are so much positives going on, too. You've gotta stay informed to have the edge! To that end, READ UP!

By Christopher Hamman Despite all the twists and turns in the Digital Wealth space, things are moving along...