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Interest rates are going to surprise many at how high they will go. Be ready. And while most investors are seeing rain clouds, i see a category 5 hurricane building. Be hedged, be aware and be careful.

Friends, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

Here we go - heading into Labor Day - and the deals in fintech are waning somewhat. ...

By Christopher Robbins This week in digital wealth we had a lot of wealthtech activity. So much, in...

By Christopher Robbins Do we focus too much on the little guy? I know that early on in my tenure writing about financial...

The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.

The end of August is always slow and investors/traders/advisors (if they are not on vacation) are waiting for the annual Fed symposium in Jackson Hole, WY this week. Perhaps BIG news (or no news) on interest rates?

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...