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Advisor Tech Talk (Week of 7/25/23)

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This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

The Week in Digital Wealth (7/25/23)

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...

Decentralized Diaries for the Week of 7/25/23

Gary Gensler thinks the cryptospace is the "Wild West". Crypto ETF applications moved to the Federal Register. SBF allegedly exposed his former girlfriend's diaries for all...

Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management

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Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...

Untangling Meta Threads for Financial Services

By Robert Cruz | VP, Regulatory and Information Governance at Smarsh By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...

REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

The Week in Digital Wealth (7/17/23)

While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...

Decentralized Diaries for the Week of 7/17/23

Things continued to look favorable for the DeFi industry despite the twists and turns we are already used to. Larry Fink continued his "crypto evangelism"...

CapIntel’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule

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CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...

Publisher Notes For 7/11/23

Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!