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By Christopher Robbins WealthTech and crypto made for a very busy week in digital...

Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.

The frenzy has cooled. Speculation has subsided (for now anyway). Losses have mounted. So after over a decade...

By Christopher Robbins This week in digital wealth, we have numerous announcements of new...

Happy 4th of July Week to our US friends. Deals were somewhat curtailed the past...

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!

How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

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...

During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.