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

Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

China is a mess........big firms in the property sector defaulting on bonds, now a power shortage, cracking down (again) on crypto. I really wish china would go back to making artificial Christmas trees and cat toys and stop trying to dominate the world's financial system.

Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!

Just when you think there could not possibly be anything left to politicize along comes a new entrant. Crypto. How might potential voters view legalizing crypto for payments? Would Republicans or Democrats be more inclined to accept crypto as legal tender? Where do they live? Red state? Blue sate? How would they vote? If you are contemplating running for political office you need (?) to know, right? Well let's dig in.

Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.

Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.

Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust.