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By Christopher Robbins I’ve been talking to a lot of wealth management and fintech...

As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...

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!

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

Friends, we hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing - market risk, communicating with LGBTQ+ Clients, dissecting the recent Terra USD stablecoin debacle, and so much more. READ UP!

By Christopher Robbins There are several different aphorisms attributed to various philosophers that all...

Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on the big picture, too. From education to automation to goals based investing to crypto and more - we help you process all the noise. READ UP!

By Christopher Robbins My family received a firm reminder that we are still living...

It’s ten days until the tax deadline and I haven’t even started. That’s an old...

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher