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Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.

HOSTED by: Generating Income for Investment Clients During...

Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?

By Gregory Bilecki TWIDW 3/14/22: A friendly reminder, Russia & Ukraine updates, Biden signs a...

Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.

Russia & Ukraine updates, Visa & MasterCard cut ties with Russia, Switzerland adds sanctions and freezes Russia-owned digital assets, Yearn founder and lead Fantom developers have officially left the crypto space, and 60 new DeFi projects are headed for Cardano (ADA). Rarify aims to add value to the NFT sector, while Thetanut aims to level the playing field in crypto-related options markets. Finally, Binance bets big with its new payment venture aimed at accelerating the adoption of crypto worldwide.

This week we have some interesting new trends in digital wealth venture capital, and really every week is...

As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.