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REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...
Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.
DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules
By Sid Yenamandra
There's no question that cybersecurity is fast-moving space in general, and that...
The Week in Digital Wealth (3/29/22)
Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.
Top 5 VC Deals of the Week in Digital Wealth (3/29/22)
The longer we write this column, the more we do a double-take. Seems that we see familiar...
FREE WEBINAR: Generating Income for Investment Clients During Market Volatility
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Generating Income for Investment Clients During...
The Taylor Report (3/22/22)
END OF THE FIRST QUARTER COMING UP. LOTS OF MONEY BEING PUT TO WORK AND PORTFOLIOS BEING "MARKED UP" (window dressing). WAR, INTEREST RATES AND INFLATION STILL MATTER. BE CAUTIOUS.
d1g1t AND FUTUREVAULT TEAM TO PRODUCE INTEGRATED WEALTHTECH EXPERIENCE
d1g1t and FutureVault have formed a new strategic partnership.
The two Toronto-based companies announced last week they are teaming together to provide firms and advisors an integrated offering that combines d1g1t’s portfolio management, trading, reporting, risk and analytics tools with FutureVault’s document sharing and retention capabilities.
AI ILLUMINATIONS: Is April Too Early to Revisit Your 2022 Technology Plan?
According to Michael Partnow, Head of Wealth Management at JIFFY.ai, an intelligent automation platform, Spring's the perfect time to revisit the annual technology plan.
Top 5 VC Deals of the Week in Digital Wealth (3/22/22)
More money flowed into the fintech sector this week, in an interesting mix of categories and locations. ...
The Week in Digital Wealth (3/21/22)
By Gregory Bilecki
TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...