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You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

With the holidays, we took a week off from this column, but we're back at the end of the year and HOLY CANNOLI - have we got some big deals to include - including a $1B Equity transaction. Just goes to show that you can't be asleep at the wheel if you're covering the fintech sector - it doesn't sleep - and the money keeps flowing in ever larger transactional amounts.

Advisors and wealth managers have set their sights on growth in 2022 across carve-outs, hiring, product innovation, and education. Meanwhile, one of the world’s largest asset managers has suffered a tech failure, leaving customers unable to access their accounts when they needed to the most. Below is a roundup of the latest press releases. 

Greetings Fintech Friends! I think we all deserve a round of applause for arriving at 2022 intact and in one piece!  Truth be told, we're excited at Digital Wealth News for the new year - we have so many cool things coming soon and can't wait to share with our readers!  In the meantime, another FABULOUS newsletter awaits you with the best content in fintech out there.  Read up! 

The new year is officially here and with it, we are continuing our series "2022 Predictions in Digital Wealth from the C-Suite". Just like last year, we've been blessed with so many submissions from amazing fintech founders that we've opted to break the series up into 3 weekly articles. This week, you'll find Part 2, and MORE GREAT INSIGHT from the industry movers and shakers on what to expect for the coming year.

Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.

After the tumult of the past few months, maybe we all need a mental health break, or at least to focus some time and energy on our wellbeing. For many years, the topic of mental health has been little addressed.

Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.