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Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you, filled with important info you can use in your daily financial practice. READ UP!

Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...

By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.

Hello VC Friends! WELL......this was an interesting week. So much going on politically and within...

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...

The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched its full-service website. Leap’s site includes access to free financial education resources and information regarding its customized Home Equity Agreements (HEAs).

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP!