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Cybersecurity in Advice Firms: 4 Ways to Improve Your Human Firewall

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Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

Beyond Beeple: NFTs & The Future of Financial Access

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Today’s crypto market stands in striking contrast to last year’s. One year ago, crypto assets were recovering from March’s sell-off as they set up the “DeFi summer” of 2020, a period of rapid growth for many DeFi protocols.

MARKET DISRUPTION: The Advent of TradeTech

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The Universal Stock Ticker Tape machine invented by telegraph pioneer Thomas Edison was used on the NYSE and The Philadelphia Stock Exchange beginning in 1870 until Nasdaq “creatively destroyed” the ticker tape after a century in use to form the first ‘electronic’ exchange in 1970.

Advisor Tech Talk: 2/8/22

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Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

Docupace and JIFFY.ai Form Alliance to Deliver “Next-Gen Automation” to Back Office Platforms of...

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Wealth management industry cloud software giant, Docupace, is teaming up with automation application maker, JIFFY.ai, which helps enterprises automate complex business processes, to create new automation solutions including machine learning and advanced analytics that scale across enterprise operations, the company announced in late January.

Publisher Notes For 2/2/22

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Greetings Fintech Friends! Today we're announcing the achievement of a major milestone at Digital Wealth News along with our new "Marketing Advice" column! We also look at the NEW gambling high rollers and learn about banking in the metaverse. Read up!

Gaming High Rollers Aren’t What They Used to Be

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Fidelity Investments has opined that governments, and even a central bank, could buy bitcoin in 2022.

REAL CLEAR CRYPTO: If Crypto Industry Doesn’t Act, These Coins Could Drag It Down...

Over the past decade, cryptocurrencies and digital assets as a whole emerged from some deep shadows to become both useful tools and a widely embraced investible asset class.

FREE WEBINAR: Risk Management – How to Tailor Investment Strategies

When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances. 

Digital Wealth News Surpasses 100,000 Unique Visitors In January 2022

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Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, DWealth.news, surpassed 100,000 monthly unique visitors in January, more than doubling its unique visitor rate in the last six months.