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Decentralized Diaries For The Week of 11/1/22

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By Christopher Hamman There was a flurry of activity within the decentralized space last week. Dogecoin-loving Elon Musk "finally" settled the Twitter acquisition and...

The Taylor Report (10/25/22)

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The 4th quarter is off to a good start and Halloween is only a few days away. Looks like the bear market in Bitcoin, ETH, Equities and Gold(?) have decided to go out trick-or-treating as a bull.

Publisher Notes For 10/25/22

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Friends, are we there yet?  Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more.  READ UP!

FINTECH CORNER: The Importance of Personalization in WealthTech

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Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.

Advisor Tech Talk (10/25/22)

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By Cindy Taylor Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
NEWS BRIEF 3 Industry

FusionIQ Brings Aboard Wealth and Banking Leader John Kimbro as CTO

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The Woburn, Massachusetts-based FusionIQ, a digital investment platform that gives financial advisors the ability to “deliver a personalized, end-to-end investment experience,” appointed John Kimbro...

DWealthMuse Video Podcast: Making Sense of the Developing Regulatory Landscape for Cryptocurrencies

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

Decentralized Diaries For The Week of 10/25/22

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By Christopher Hamman Last week, cryptocurrency prices held steady. Bitcoin prices remained at previous levels. Cryptocurrency adoption rates continued to rise as institutions continued...

REAL CLEAR CRYPTO: Visa Partners With Crypto Brokerage FTX, Probably Nothing…

Visa announced over the weekend that they have partnered with the largest private crypto brokerage FTX in a move that will enable banks and merchants in the Visa network offer crypto related services. 

WEALTHTECH INSIDER: New Marketing Rules – What CCOs Need To Do Now

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In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.