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Decentralized Diaries for the Week of 7/9/24

Legislative efforts swung back and forth, with the industry having some losses. Expectations of a win on Capitol Hill are in the air. The...

The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

AI & Finance™ | News for the Week Ending 6/28/24

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...

Decentralized Diaries for the Week of 6/25/24

Government control was still apparent, with bad actors finding (new) ways to perform their nefarious activities. The good thing is that everyone is catching...

Advisor Tech Talk (Week of 6/25/24)

Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...

Decentralized Diaries for the Week of 6/11/24

The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....
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DWN Publisher Notes For 5/29/24

Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military.  Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!

The Week in Digital Wealth (5/27/24)

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Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...

Decentralized Diaries for the Week of 5/20/24

Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.  The headlines: ...

Robert Coppola Leaves Envestnet For Sanctuary Wealth

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Robert Coppola, formerly Envestnet's chief technology officer, has joined Sanctuary Wealth, the fast-growing wealth management firm led by CEO Adam Malamed, to spearhead the...