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Decentralized Diaries For The Week of 5/10/23
By Christopher Hamman
The crypto space remained indifferent to moves by the regulatory agencies to stifle growth and adoption.
Brian Armstrong, Coinbase's CEO, hit...
Top 5 VC Deals of the Week in Fintech (5/10/23)
Here's an example of when ‘making a list’ isn’t a good thing. According to Crunchbase news, more than 139,690 workers at...
White Glove And Wealthtender Partner To Unlock Power Of Testimonial Marketing For Financial Advisors
After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...
The Week in Digital Wealth (5/10/23)
By Christopher Hamman
With the last lever in its arsenal (interest rate hikes), the Fed tried to keep...
Advisor Tech Talk (Week of 5/10/23)
This week in advisor fintech we have yet more news out of the advice engagement category.
Bento Engine announced the launch of...
Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
The Taylor Market Report (5/2/23)
The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial and residential. Lots of pain coming.
Publisher Notes For 5/2/23
Greetings from Digital Wealth News™
Friends, AS USUAL, we are loaded up with a plethora of new,...
Industry Veteran and Consultant Matt Sonnen Goes In-House at Coldstream
Pacific Northwest-based and rapidly expanding hybrid RIA Coldstream Wealth Management has a new Chief Operations Officer. The appointment of Matt Sonnen as COO is...
Rethink. Financial Advice Podcast: Tech & Regulation Featuring Ian McKenna
We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is...