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The Week in Digital Wealth (8/23/22)

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By Christopher Robbins This week in digital wealth there was a lot of activity on the margins, but...

Advisor Tech Talk (8/23/22)

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By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...

EPISODE 70: The Once in Humanity Opportunity to Create the Decentralized Metaverse

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DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between...

Top 5 VC Deals of the Week in Digital Wealth (8/23/22)

Last week we took a brief summer break from publishing this column.  We're back with several deals...

Leap Provides Tech-Enabled Video Education Series at No Cost for Potential Home Buyers

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Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...

The Taylor Report (8/16/22)

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Biggest news of the week?  BlackRock entered into a partnership with Coinbase to be able to offer BlackRock clients access to BITCOIN and also announced a trust that will invest in SPOT BITCOIN. That's big.

Publisher Notes For 8/17/22

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Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth!  This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC.  READ UP!

WEALTHTECH INSIDER: The Importance of Staying Invested-How to Ease Investor Concerns in a Down...

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Over the past year, investors and their portfolios have been dealt with a blow of volatility—which is why it’s so important for financial advisors to educate their clients on the importance of staying invested.

Fintech Corner: Learning And Development Has Become Essential To Fintech Success

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Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.

AI ILLUMINATIONS: When It Comes to Making Big Changes, “Structure Sets You Free”

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Andrus says JIFFY.ai is laser focused on further advancing the client success organization to facilitate faster and smoother transformation—a type of hyper-efficient change management capability.