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By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

By Christopher Hamman Happy New Year! Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement....

The verdict is in. 2022 is guilty on all counts of being a bear market. Interest rates went higher then expected (surprise?), inflation wasn't transitory...

By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

By Michael Nessim and Val Peters Rayevskiy Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....

By Christopher Hamman The holiday week started with quite a bit of drama.  Sam Bankman-Fried was extradited to the US, with a New York...

2022 has been an eventful year for cryptocurrency, to say the least. The cryptocurrency industry experienced major trauma. A lot of this pain was self-inflicted and there are people to blame.

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

By Chris Robbins ‘Tis the season for tech news! This week in digital wealth, we have a number of...

By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas.  "FUD" continued to spread throughout the cryptospace, with...