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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...
NEWS BRIEF 5

White Glove And Wealthtender Partner To Unlock Power Of Testimonial Marketing For Financial Advisors

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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)

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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

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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)

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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

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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...