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Clarity for Crypto? Finally?

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For real? A definitive decision on regulating cryptoassets? It sure looks like it. Just last Thursday, in a big surprise, Securities and Exchange Commission...

Practifi Delivers Data-Driven Advanced Analytics For Wealth Management Industry

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CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...

REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure

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Massive institutions and working-class professionals alike are demonstrating unprecedented demand for digital assets. For many, the question is how, not if, to invest in Bitcoin and other cryptocurrencies.

The Week in Digital Wealth (9/13/22)

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By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

Top 5 VC Deals of the Week in Digital Wealth (9/13/22)

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Anybody remember THE BLUES BROTHERS out there?  One of my favorite movies EVER (I love the blues,...

Advisor Tech Talk (9/13/22)

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By Christopher Robbins The Queen is dead. Long live the King. Anglophiles get a lot of grief in the U.S., and for good...

Publisher Notes For 9/7/22

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Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives.  In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!

The Week in Digital Wealth (9/7/22)

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By Christopher Robbins Believe it or not, this holiday week in digital wealth was a busy one. On the...

Advisor Tech Talk (9/7/22)

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By Christopher Robbins People who talk a lot about the good old days forget how easy they have it today. Remember the days...

REAL CLEAR CRYPTO: When It Comes To Managing Crypto For Clients, Advisors Might Want...

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Especially with current market volatility, the best way for advisors to work with cryptocurrencies on behalf of their clients may be holding digital assets in professionally managed cryptocurrency accounts.