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Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

By Teresa Leno The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...

In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.

Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...

By Christopher Hamman Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research.  Twitter...

By Christopher Hamman Crypto winter is thawing out, or so it seems.  Shocking revelations showed that 86% of Tether Holdings was controlled by only...

As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner.  Spitzner was the founder of Wealth Consulting...