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Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.

Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.

By Christopher Hamman There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage. The SEC...

For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.

Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.

Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

By Teresa Leno The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...

A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.

It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner.  Spitzner was the founder of Wealth Consulting...