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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. 

What's new? Crazy week.....flare up of Delta version of Covid.....inflation heats up.....Fed says "yeah, so?.....and bonds rally, yields fall? WTF.....stocks dive, BTC & ETH dip lower (again) and GOLD perks up (a little).

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 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.

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.

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.

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.

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?

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