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Friends, notice anything different?  We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content!  Click here to read the "behind the scenes" on how & why we did it! | READ UP!!

Get ready. This is gonna be one helluva fourth quarter. Interesting? For sure. Entertaining? If you like horror movies. Scary? Yup, even Halloween won't...

When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.

Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?

To be perfectly blunt, WTF is going on? Let's pretend you are spending time at the international space station looking down at earth from 250...

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).

Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21.  In the meantime, you can check out all his prior reports here

We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...

Notice a difference in the financial markets? Or, put another way, WTF is happening? Sure, financial markets have always been in some sort of change...