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Well, not really a surprise. The biggest surprise is that this latest financial crisis has taken so long...

Friends, we'd be remiss not to acknowledge that as we write this, oil has hit a new...

Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both and ahead of the curve. READ UP! | Cindy Taylor, Publisher

In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.

Friends, we're back this week with a highly unusual top 5 list for the column. We...

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

Avalanche was created in 2019 with a sole purpose in mind: to create the fastest time-to-finality blockchain in existence.

Implementing technology automation in financial services firms is a human effort intensive process. Major automation initiatives can fail or stall if the wrong people are assigned to the wrong tasks.

Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.

Cryptocurrency is volatile by virtue of its design—it trades everywhere, around the clock, with millions of participants—and it’s novelty--it’s only been around for around 14 years.