DWN Op-Ed: Seat Belts and Crypto?
Well there ya go. Investor protection is as simple as wearing your car's seat belt. At least that's what Gary Gensler (Chairman of the...
DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.
DWN Op-Ed: How the “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and...
How “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation
DWN Op-Ed: Between the Lines of Biden’s Executive Order on Digital Assets
Being touted as “the first ever, whole-of-government approach to addressing the risks and harnessing the potential benefits of digital assets and their underlying technology”, President Biden just released his anticipated Executive Order on how he intends to tackle digital asset innovation.
DWN Round Table: Technology Demands of Digital Native NextGen HNW and HENRY Clients
The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.
DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment
The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.
DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.
DWN Op-Ed: How Can the Transforming Financial Sector Be Fairly Regulated?
The delivery of financial services and operational and risk management procedures can both be significantly improved by the use of artificial intelligence (AI), particularly machine learning (ML).
DWN Op-Ed: Why Are Regulators Trying to Thwart Economic Democracy?
Actions by the Commission that include slow-walking certain fintech-related qualifications, including its sheer unwillingness to approve a cryptocurrency ETF, are just the tip of the iceberg. The latest threats by the SEC to sue cryptocurrency exchanges and its allusions to banning fintech revenue models altogether should have every American deeply concerned – especially when suggestions of such bans come just weeks following an IPO effective date.
DWN Op-Ed: WealthTech’s Three Marketing Mountains (And How to Climb Them)
By Kelly Waltrich
It came to me abruptly, while I was recording a podcast about what I’ve learned from working with so many wealthtech and...