Episode 35: The $3.5T Budget Reconciliation Bill’s Impact on Retirement Savers, Financial Planners, Businesses...

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In this episode, DWealthMuse host Dara Albright, and guests Matt Belcher, CEO and Co-founder of CalTier, and Jim Jones, a self-directed IRA expert who handles Platform Partnerships at Alto Ira, discuss how the $3.5 trillion Budget Reconciliation bill will impact retirement savers, portfolio construction, financial advisors, businesses and future American prosperity.
Press Release 1

ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology...

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ComplySci (the “Company”), an established provider of regulatory technology and compliance solutions for the financial services sector, today announced the commencement of its M&A growth strategy, starting with the acquisition of National Regulatory Services (NRS), an advanced provider of compliance consulting services and technology solutions for investment advisers, broker-dealers, hedge funds, private equity firms, insurers and other financial services firms.

New Book, DEEP CRYPTO, Demystifies The New Frontier of Finance

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A day after the first Bitcoin ETF hit Wall Street, the founders of cryptocurrency education and investment firm Sarson Funds, announced the launch of their new book, DEEP CRYPTO.
NEWS BRIEF 2

Orion Cash & Credit Brings Banking to Fiduciary Wealthtech Platform

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To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.

A Bitcoin Futures ETF is Big News, But Even Bigger News is Brewing

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always chasing cars actually caught one. Well the "dog" (ProShares) just caught its coveted Bitcoin ETF, sort of. It's a Bitcoin FUTURES ETF. Big difference. But, at least at long last, the SEC finally approved a Bitcoin "flavored" Exchange Traded Fund, well then, yippee!

Top 5 VC Deals of the Week in Digital Wealth (10/19/21)

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This week we're back with a fresh round of new Top 5 VC deals, and the diversity of fintech in these deals continues to excite us.

Advisor Tech Talk: 10/19/21

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Now that a bitcoin ETF is in the mix, the competition is already heating up. One firm has made it easier for RIAs to access bitcoin and other cryptocurrencies. And wealthtech firms are continuing their push toward automation. 

The Week in Digital Wealth (10/19/21)

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The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.  

Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...

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Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

Do No Harm: The First Rule When Considering New WealthTech

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About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't.