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CE WEBINAR: Preparing Financial Advisory Firms for the Great Generational Wealth Transfer
The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million U.S. households will transfer more than $68 trillion over the next 25 years.
Publisher Notes For 11/2/21
Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!
Episode 37: How Financial Advisors are Leveraging Digital Transformation to Engage the Self-Directed Generation
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Publisher Notes For 10/26/21
Greetings Fintech Friends! This week we explore the Budget Reconciliation Bill and its impact on American prosperity, delve into Mastercard's major new leap into crypto and report on a $900M funding round for a Berlin-based mobile banking app plus more. Read up! Cindy Taylor, Publisher
Episode 35: The $3.5T Budget Reconciliation Bill’s Impact on Retirement Savers, Financial Planners, Businesses...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Publisher Notes For 10/19/21
Greetings Fintech Friends! This week we explore the British royalty connection to fintech, hear about the new Bitcoin futures ETF along with Brazil's foray into BTC, and check out a sexy new art platform offering fractionalized shares of Monet masterpieces plus more. Read up!
Episode 34: The Curriculum Keeping Financial Advisors on the Forefront of Digital Asset Investing
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Publisher Notes For 10/12/21
Hello Fintech Friends! This week we have a fresh new format in our Top 5 VC deals we think you'll enjoy, a Fintech Luminaries post that will bring a smile to your face and a spirited DWeath Muse podcast this week with Dara Albrigh & Bill Taylor taking on the SEC! Check it out!
Episode 33: How and Why U.S. Regulators are Destroying Fintech Innovation
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Digital Wealth News Marks One-Year Anniversary with Record 48,000 Unique Visitors in September
Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, DWealth.news, garnered 48,000 monthly unique visitors in September, up 20% from August. Digital Wealth News achieved this milestone after just 12 full months of operations, having launched in October 2020.