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Discussions between the U.S. and Moscow could lead to sanctions on Russia targeting the financial and tech sectors. Meanwhile, the CEO of a major tech company has decided if you can’t beat them, join them in fintech.

"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

Greetings Fintech Friends! I think we all deserve a round of applause for arriving at 2022 intact and in one piece!  Truth be told, we're excited at Digital Wealth News for the new year - we have so many cool things coming soon and can't wait to share with our readers!  In the meantime, another FABULOUS newsletter awaits you with the best content in fintech out there.  Read up! 

Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.

Fintech CEOs must be keeping their New Year resolutions close to the vest. Nevertheless, we still rounded up the latest happenings across the industry, including how banks are responding to the spread of the omicron variant.

Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.

Recently, the crypto asset market cap fell from a peak of $2.502 trillion to as low as $1.351 trillion in the wake of growing high-profile concern over Bitcoin’s energy usage. Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here.