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Publisher Notes For 7/11/23
Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!
Publisher Notes For 6/28/23
Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach! Meantime, here we go with more news you can use in the world of fintech and digital assets READ UP! | Cindy Taylor, Publisher
Digital Wealth News Profile: Akhil Lodha, CEO and Founder of StratiFi
Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...
STANDARD DEVIATIONS PODCAST: Rusty Vanneman & His Philosophy of Investing
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Rusty Vanneman.
Rusty Vanneman serves as the Chief Investment Strategist for Orion...
Publisher Notes For 6/21/23
Friends, the Summer Solstice has arrived and a new season of sun is upon is. Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP!
WEALTHTECH INSIDER: To Open New Avenues to Growth, Stop Underselling Your Financial Planning
Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.
WEALTHTECH INSIDER: Why Email Campaigns Still Matter
The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.
Publisher Notes For 6/6/23
Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP!
WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
Advisor Tech Talk (Week of 6/6/23)
A lot of people took a holiday last week due to the Memorial Day-shortened work schedule.
The news did not.
There was a...