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By Christopher Robbins It was a very busy week in digital wealth, and to bring it to you...

By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

Here we go with a fresh look at the past week's largest venture capital deals in fintech...

Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.

The end of the third quarter is Friday and there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to spike higher, there IS a recession (global?) coming and financial markets ARE in a bear market.  No surprises here.

Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming.  We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches.  Innovation always marches forward, and that's especially true in fintech. READ UP!

By Christopher Robbins This week in digital wealth a lot happened—not only did wealthtech news spill over from...

By Christopher Robbins So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...

The past week was herky jerky (I always have to look up the spelling of that) in...

Investors are beginning to realize the Fed is serious in its inflation fight. Recession is inevitable. Financial markets went up when central banks "printed" money. They are now taking money away, so markets go down.