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

To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial planning tool for advisors, free of charge to all advisors serving pro bono clients, regardless of whether they use Orion’s comprehensive wealthtech platform.

This morning, Bitcoin.com announced that it will be listing a quantum-resistant cryptocurrency, the Crown Sovereign, on the Bitcoin.com Exchange in late September. Protected with a next-generation approach to One-Time Pad encryption, the Crown Sovereign ensures the timeless protection and value of users’ sensitive data, even alongside the emergence of quantum technology.

Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.

This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!

Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

Bye bye Summer. The end is near. The last two weeks of August are famous for being extremely dull in financial markets and so it is again. So, with a dearth of news (and general malaise of interest) in the financial and fintech markets, here are some follow ups and updates from some "hot" pieces that made headlines the past couple of months.

If the wealth management space is any indication, the economy is humming along just fine. RIAs are hiring top talent and gearing up for more of a digital push. Let’s dive in. 

John Sarson first started thinking about bitcoin as an investment opportunity in 2015. At the time, he was managing his own RIA firm focused on ETFs and low-cost trend-following investments.

We've given up acting surprised when every deal each week continues to be over $100M in VC funding, and this week is no different. What I loved seeing is that the US was back in the driver's seat for the top deals internationally in financial technology.