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Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.

By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

What is a "real" valuation of something? Although there is a lot of discussion currently being bantered about on what the value of bitcoin...

By Chris Robbins ‘Tis the season for tech news! This week in digital wealth, we have a number of...

By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas.  "FUD" continued to spread throughout the cryptospace, with...

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the US, came in "lighter" then estimated BUT 7% is NOT good.

Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education.  We also review OCIOs and dig into the latest fintech news of the week. READ UP!