digital - search results

Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...

Reset. Everyone needs time to reflect and reset once in awhile. A recent report by Paddle found that founders are doing just...

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...

Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success. Beyond...

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...

OVERALL. ALL the markets (equities, commodities, crypto) feel like there may be a huge speculative upside "blow off" coming. Exciting? Yes. Scary? Yes, that too.

Friends, it's time for your weekly DWN newsletter again and we hit a new record last week on "opens" (51,000+), so a huge thanks to our readers for that landmark!  Now onto the news of the week in digital wealth - all right here at DWN.

Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...