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By Christopher Robbins Just as volatility, recession and inflation have become part of the...

By Christopher Robbins As an older Millennial, I love my technology.

Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.

Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both and ahead of the curve. READ UP! | Cindy Taylor, Publisher

Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.

Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.

By Gregory Bilecki TWIDW 5/9/22: Fed News & Market Impacts, SEC adds staff responsible for...

ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...

It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.