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WHITEPAPER: Behavioral Alpha – An Advisor’s Greatest Value

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Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.

The Taylor Report (4/12/22)

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BITCOIN WEAKNESS? COULD THE CAUSE BE SHORT SELLING AGAINST BUYING THE GRAYSCALE BITCOIN TRUST? THE GBTC TRADES AT A 25%-30% DISCOUNT TO CASH BTC.

Publisher Notes For 4/13/22

Friends, wishing all our friends who celebrate a joyous Easter and beautiful Passover holiday this coming week.  In the meantime, more digital wealth sector news awaits as we explore Wyoming's role in the crypto revolution, visit with the team behind Two Prime Digital Assets and review automating both marketing and overall business processes in this week's content. READ UP! 

REAL CLEAR CRYPTO: The Beating Heart of Next-Gen Crypto Development Is In… Wyoming?

The digital asset industry’s U.S. center could soon be the sparsely populated, scenic western state of Wyoming, said John Sarson, CEO of Sarson Funds.

What, Me Worry? Market Update and YES, Worry

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It was just a couple of weeks ago (two to be exact) I wrote that markets hated uncertainty...
NEWS BRIEF 6

d1g1t Adds Three U.S. Senior Leaders, Continues Breakneck Growth

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Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.

DWN Round Table: Technology Demands of Digital Native NextGen HNW and HENRY Clients

The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.
news brief 1

Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...

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BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...

EPISODE 57: Why Financial Institutions went from Toe Dipping to Diving into Crypto Waters

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