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DWealth Muse Podcast Series: Episode 20 – Is the CRM the Key To...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Fintech Corner (7/6/21)

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Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

Fintech Corner (6/30/21)

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth, lower operating costs and improve the client experience.

Fintech Luminaries – Meet Alex Cavalieri of Seven Group

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or our latest feature, we'd like you to meet Alex Cavalieri of the Seven Group platform, which enables financial advisors to drive growth, lower costs over time, and increase AUM. Seven Group builds advisors a cohesive plan and gives them the content and tools to grow their practice.

DWealth Muse Podcast Series: Episode 16 – Improving Financial Transactions with Biometrics Technology

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Press Release 4

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

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-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

Publisher Notes For 6/2/21

Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!

FUD, Jamie Dimon and Crypto

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Blessed are the media "experts" that can be relied upon to flood the screens and pages with both bubble and doom talk at market peaks and valleys respectively. Gotta keep those viewers viewing and advertisers spending.

Top 5 VC Deals of the Week in Digital Wealth (6/2/21)

We're back again with a fresh new round of top 5 VC deals for the week in the digital wealth sector. This is going to sound redundant. Not one deal is under $100M, and we actually had to omit British firm Paysend from this list, who also had a deal close at $125M this week - because - we would then be at 6 deals for our "Top 5 Deals" post.

Publisher Notes For 5/26/21

Friends, today we have a highly entertaining post comparing the current players in bitcoin to the WWF(!), we delve into more sector VC deals with one topping out this week at $900M and queue up a new podcast for you covering the SPAC sector. Read up!