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Untangling Meta Threads for Financial Services

By Robert Cruz | VP, Regulatory and Information Governance at Smarsh By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...

Publisher Notes For 7/18/23

Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!

StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev

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San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...

REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

Advisor Tech Talk (Week of 7/17/23)

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Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...
NEWS BRIEF 3 Industry

FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX

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FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...

Decentralized Diaries for the Week of 7/17/23

Things continued to look favorable for the DeFi industry despite the twists and turns we are already used to. Larry Fink continued his "crypto evangelism"...

WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack

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For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients. 

Publisher Notes For 7/11/23

Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!

REAL CLEAR CRYPTO: The Institutions are Coming!

Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.