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With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed

We’d like you to meet Paul Resch of Valutico, which empowers businesses and experts to perform accurate valuations in a fraction of the time it used to take while solving the issue of complex tools, lack of data sources and time consuming reporting.

Mogo Inc., a digital payments and financial technology company, today announced that it has extended its unique bitcoin cashback rewards program

FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return

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

While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

What's new? BITCOIN hit a new high (above $60K), pulled back and is now up just a touch above last week's Taylor Report. GOLD has inched up a little, giving hope to the gold bugs that all is OK. S&P 500 broke through 3,900 and is challenging 4,000.

We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business.

Insurance and crypto. Those categories were the two big winners this past week in fintech-focused venture capital with deals ranging from $80M-$100M.

As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.