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The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

The Week in Digital Wealth (8/21/23)

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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

Decentralized Diaries for the Week of 8/21/23

Crypto prices seemed to set off in one direction: south. That didn't dampen the enthusiasm of the diehard "cryptonians". The ride is a part of the...

Decentralized Diaries for the Week of 8/14/23

Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no...

Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets

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ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...

Decentralized Diaries for the Week of 8/1/23

The crypto bills are finally heading in one direction. That's a big win for the Bitcoin (and crypto) community. It's a long way ahead before the...

The Week in Digital Wealth (8/1/23)

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

Advisor Tech Talk (Week of 7/25/23)

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This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...
NEWS BRIEF 2

PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution

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LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

Publisher Notes For 7/18/23

Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!