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While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.

HOSTED by: Discovering the Latest Innovation in Wealth...

On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as “the red headed step-child.” One may dislike the saying, but nonetheless that’s what retail flow was coined back in the day.

CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.

This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

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.

Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.

As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,