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By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military.  Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...

Friends, it's time for your weekly DWN newsletter again and we hit a new record last week on "opens" (51,000+), so a huge thanks to our readers for that landmark!  Now onto the news of the week in digital wealth - all right here at DWN.

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

There's so much industry news in the latest edition.  Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold.  Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!

Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Meanwhile, you can find a totally different perspective of the new asset class in this week's 'ADVISOR TECH TALK' column opener. READ UP!!

As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.