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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.

Advisors and wealth managers have set their sights on growth in 2022 across carve-outs, hiring, product innovation, and education. Meanwhile, one of the world’s largest asset managers has suffered a tech failure, leaving customers unable to access their accounts when they needed to the most. Below is a roundup of the latest press releases. 

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! 

The new year is officially here and with it, we are continuing our series "2022 Predictions in Digital Wealth from the C-Suite". Just like last year, we've been blessed with so many submissions from amazing fintech founders that we've opted to break the series up into 3 weekly articles. This week, you'll find Part 2, and MORE GREAT INSIGHT from the industry movers and shakers on what to expect for the coming year.

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.

This article highlights market and economic predictions that are so obvious they should be called, certitudes. Here's a peek at what we believe the future will bring for cryptocurrencies, NFTs, DeFi and the broader markets.

Greetings Fintech Friends! 2022 is almost here and, with it, our annual round of predictions for the fintech sector for the coming yearfrom some of the best and brightest minds in the business.  And don't miss this week's #DwealthMuse podcast, too, with our 2021 HODLdays Highlight Reel. Read (and listen) up!

It's that time of year, friends, when we look to the best and brightest across the many sectors of financial technology and digital wealth to share their prognostications for what the New Year may hold in 2022.

Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow.