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Decentralized Diaries for the Week of 11/20/23

It looks like the SEC is hedging its bets with crypto ETF delays. We will have to wait and see what is simmering under the...

DWN Publisher Notes For 11/14/23

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Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!

DWN Publisher Notes For 11/7/23

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Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded.  Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

Rethink. Financial Advice Podcast: Insights From Outsider Turned Industry Insider Eric McDermott

Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach.  That’s...

WEALTHTECH INSIDER: Three Ways Wealthtech Helps Advisors Through Capital Gains Tax Hikes

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No matter how the politics in Washington play out, you can count on investors making tax management a larger part of their decision-making process.

Top 5 VC Deals of the Week in Fintech (10/31/23)

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A, B, C, it's easy as 1-2-3 ... Innovation has been fast and furious for the Fintech sector, with lots and lots...

Fintech Corner: How Wealth Managers Can Stem the Flood of Data

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Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
NEWS BRIEF 3 Industry

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit

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LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency.