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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.

FusionIQ, a leading investment research and technology provider, today announced the addition of more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyze and invest in a variety of alternative investment strategies.

FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.

Sheesha Finance, he first decentralized cryptocurrency mutual fund for DeFi investors to easily access a variety of projects without having to spend days, sometimes weeks doing research, and deFIRE, a DeFi platform designed for the Cardano ecosystem, today announced a partnership to deliver valuable crypto solutions to Cardano’s community and users.

Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher

In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.

Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.

Revolut, the fast growing fintech with more than 15 million customers, has announced today that they have integrated with Elliptic, the global leader in cryptoasset risk management and blockchain analytics.

Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.