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Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

Well there ya go. Investor protection is as simple as wearing your car's seat belt. At least that's what Gary Gensler (Chairman of the...

By Christopher Robbins This week in digital wealth there was a lot of activity on the margins, but...

By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...

Last week we took a brief summer break from publishing this column.  We're back with several deals...

Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business development (“BD app”). The...

Biggest news of the week?  BlackRock entered into a partnership with Coinbase to be able to offer BlackRock clients access to BITCOIN and also announced a trust that will invest in SPOT BITCOIN. That's big.

Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth!  This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC.  READ UP!

Times change, people change and very smart leaders know when to "pivot." What and who are we talking about? Bitcoin and Larry Fink, CEO...

Over the past year, investors and their portfolios have been dealt with a blow of volatility—which is why it’s so important for financial advisors to educate their clients on the importance of staying invested.