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The Taylor Report (1/31/23)

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It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Publisher Notes For 2/1/23

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Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

IN MEMORIAM: Gavin Spitzner, Wealth Consulting Partners

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Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner.  Spitzner was the founder of Wealth Consulting...

Is the Dollar’s Dominance Eroding?

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If you ignore something long enough don't be surprised when an inevitable "surprise" actually happens. Or rather, don't ignore what's standing right in front...

How the Pandemic Changed In-Person Events – For the Better

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The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...

REAL CLEAR CRYPTO: Bitcoin at $23,000… to Chase or Wait?

So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600. 

AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2

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As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

Advisor Tech Talk (2/1/23)

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What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

Top 5 VC Deals of the Week in Fintech (2/1/23)

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By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

The Week in Digital Wealth (2/1/23)

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By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...