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DWealth Muse Podcast Series: Episode 22 – Why Every Business, Investor and Investment...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
4 Tips for Improving Your Financial Advisor and Client Relationship
Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor.
Publisher Notes For 7/21/21
Fintech Friends, this week we delve into AI & blockchain, learn life lessons from a wealthtech behavioral scientist, and visit with our friend and wealthtech influencer, the brilliant April Rudin, plus much more! A truly epic edition! Read up!
WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time
My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.
Advisor Tech Talk (7/21/21)
Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.
Fintech Luminaries – Meet April Rudin of The Rudin Group
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet April Rudin of The Rudin Group.
REGTECH CORNER: ComplySci’s Amy Kadomatsu on Tech-Driven Employee Compliance Software
ComplySci’s first quarter financial performance this year represented a “high water mark” of earnings growth for the firm, which has already been generating robust expansion for the past several years.
To ETF or not ETF. That Continues to be the Question.
Here we are well past the halfway mark of 2021 and, once again, debates are popping up on when, or if, there will be a U.S. regulated Bitcoin ETF. Different time, same question. Will the SEC approve a BTC ETF? Will they not approve a BTC ETF? Or better yet, WHY won't they approve that coveted ETF? Yes, why oh why?
REAL CLEAR CRYTPO: Why Gradual Institutionalization Could Rapidly Accelerate Tokenization Of The World
According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.
DWealth Muse Podcast Series: Episode 21 – Why Artificial Intelligence May Be the...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...