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WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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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.

Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing

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

Publisher Notes For 9/21/21

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Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher

DWN Op-Ed: Why Are Regulators Trying to Thwart Economic Democracy?

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Actions by the Commission that include slow-walking certain fintech-related qualifications, including its sheer unwillingness to approve a cryptocurrency ETF, are just the tip of the iceberg. The latest threats by the SEC to sue cryptocurrency exchanges and its allusions to banning fintech revenue models altogether should have every American deeply concerned – especially when suggestions of such bans come just weeks following an IPO effective date.

Advisor Tech Talk: 9/14/21

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Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

The Summer in Digital Wealth (9/8/21)

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After a blockbuster summer in the fintech and digital wealth space, we thought it would be a good opportunity to do a highlight reel of some of the most memorable developments. For those who prefer to look ahead instead of the rear-view window, Christmas is just 108 days away and counting!  

REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto

For over 350 years, the nation-state system has been the cornerstone of Western politics as people who shared national characteristics created geographical boundaries & sovereign governments to manage them.

Top 5 VC Deals of the Week in Digital Wealth (8/31/21)

This week's roundup of the Top 5 VC deals in digital wealth leaves several $100M+ deals off the list. Here we are again, with every deal in excess of $100M and three offshore.

Fintech Luminaries – Meet Patrick Murray of STP Investment Services

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For our latest Fintech Luminaries feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.

Man’s Best… Crypto? How Dogecoin Could Become The Peoples’ Money

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According to the American Kennel Club, the Shiba Inu is an ancient breed of dog “…named after its history as a hunter in the rugged mountains of Japan.” In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.