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Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.

Here we are well past the halfway mark of 2021 and, once again, debates are popping up on when, or if, there will be a U.S. regulated Bitcoin ETF. Different time, same question. Will the SEC approve a BTC ETF? Will they not approve a BTC ETF? Or better yet, WHY won't they approve that coveted ETF? Yes, why oh why?

Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.

As I reviewed our columns going back to the first of the year, it was abundantly evident that the deal sizes have ratcheted up as the year has progressed. I'll also admit, it felt weird to leave out deals in the $500M - $600M range. But those did not make the list, incredibly.

JPMorgan is back on the fintech circuit with its second acquisition in the span of a few short weeks. Pop sensation Britney Spears and her conservatorship battle also made an appearance in this week’s roundup, while Robinhood is riding the IPO wave.

There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

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