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The Week in Digital Wealth (8/21/23)

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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines

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Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

The Week in Digital Wealth (8/7/23)

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The drop in U.S. credit ratings did not slow things down in the industry. Then again, the downgrade is a sign of the chaotic times...

Decentralized Diaries for the Week of 8/1/23

The crypto bills are finally heading in one direction. That's a big win for the Bitcoin (and crypto) community. It's a long way ahead before the...

Advisor Tech Talk (Week of 7/25/23)

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This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

REAL CLEAR CRYPTO: The Institutions are Coming!

Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.

The Week in Digital Wealth (7/3/23)

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...

Decentralized Diaries for the Week of 6/19/23

It's certain - the 2024 presidential race will absolutely involve a convo around crypto.  Miami's "crypto mayor" (one of ours) just threw his hat in...

The Week in Digital Wealth (6/19/23)

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Despite expectations from several angles, the Fed kept interest rates steady on the latest round. Per the implications of this (non)action for the American economy,...

INTELLIGENCE FOR GROWTH: 3 Ways Advisors Can Drive Social Media Engagement

With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.