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Publisher Notes For 12/21/22

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Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.

REAL CLEAR CRYPTO: Where does Crypto Go from Here?

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2022 has been an eventful year for cryptocurrency, to say the least. The cryptocurrency industry experienced major trauma. A lot of this pain was self-inflicted and there are people to blame.

INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

The Week in Digital Wealth (12/20/22)

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By Chris Robbins ‘Tis the season for tech news! This week in digital wealth, we have a number of...

Decentralized Diaries For The Week of 12/19/22

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By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas.  "FUD" continued to spread throughout the cryptospace, with...

WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...

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Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

Publisher Notes For 12/14/22

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Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education.  We also review OCIOs and dig into the latest fintech news of the week. READ UP!

Advisor Tech Talk (12/13/22)

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By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

The Week in Digital Wealth (12/13/22)

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By Chris Robbins As the weather turns cold, the news in digital wealth continues to heat up. In banking...

Top 5 VC Deals of the Week in Digital Wealth (12/13/22)

As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...