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Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS.  We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as we put this newsletter together as well.  Yet in the end, the smart people adjust their game and transcend the chaos - in business and life. And we're here to help you navigate through it all. READ UP!

Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

As humans, we don’t like change very much. Some acknowledge change but resist it as much as possible. Others live in denial, convinced they’re keeping up with the times, while they slip into obscurity or become antiquated. But small and mid-size business owners can’t afford to do either; they must embrace change to be successful.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Aaron Klein, Co-Founder and CEO of Riskalyze.

Advisors should reconsider their communication strategy in the “new norm." Here are some key ideas to keep in mind when re-evaluating your B2C or B2B communication, as well as helpful tools and resources to follow through.