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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.
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Exodus Begins Trading on Securitize Markets

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March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...

Publisher Notes For 3/15/22

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

Top 5 VC Deals of the Week in Digital Wealth (3/15/22)

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...

WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better

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All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.

The Week in Digital Wealth (3/15/22)

By Gregory Bilecki TWIDW 3/14/22: A friendly reminder, Russia & Ukraine updates, Biden signs a...

AI ILLUMINATIONS: To Solve Big Technology Problems, Try Looking At The Whole Picture

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Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

Top 5 VC Deals of the Week in Digital Wealth (3/8/22)

Seeing a bit of a pullback this week in the megadeals of fintech. In prior editions, we've seen EVERY deal at $200M+. This week, only our largest deal hit that number. However, last week was a rare one indeed in geopolitics.

INTELLIGENCE FOR GROWTH: The Best Times to Post on Social Media

Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.

Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary

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Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...