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Too many advisors are still left scrambling with how to grow and scale their marketing. Join our partner Snappy Kraken for a fast-paced webinar all about marketing automation AND personalization...

AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”

MX, the leader in open finance and creator of the Money Experience category, today announced an integration partnership with Hydrogen to empower financial technology developers to build sophisticated fintech applications in minutes.

Welcome to our latest edition of Digital Wealth News™! We thought we'd have some fun this week and pop you with an amusing and unexpected twist (and photo) with our Publisher's Notes for the New Year!

Almost everyone has seen that cryptocurrencies have lately been.....well, a real moonshot. Bitcoin, ether and the lesser known digital currency names have had quite a blast off.

Charles Evans, President of the Chicago Federal Reserve bank, seems to have completely mistaken New Years Day (Jan 1) for April Fools Day (April 1) as he gave a speech Monday.

Trading Summary Notes for Tuesday, 1/5/21: What's new? The new year. Happy 2021! What to do now? Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.

With the holidays, closings of deals the last week were a little "shy" but we did see activity the week leading up to Christmas, and since we did a 2020 trend piece on the fintech venture sector last week, we thought we'd reach back a little further than usual for this week's "weekly" report.

Today, we’re revisiting one of the pillars for success between advisors and clients – planning. As we look ahead to 2021, we have to envision a financial planning landscape that has been altered by pandemic, policy changes, and rapidly evolving technology.

Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.