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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!

What if……………?

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Seriously. What if some deep suppressed thoughts actually happened? Are they the BLACK SWAN events that pop out of the blue? Are they really Grey Swan...

Oops!…I Did It Again

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Or, perhaps more appropriately, "Oops!....I'm doing it again." Of course the title comes from pop singer Britney Spears release in 2000 of her monster pop...

DWN Op-Ed: WealthTech’s Three Marketing Mountains (And How to Climb Them)

By Kelly Waltrich It came to me abruptly, while I was recording a podcast about what I’ve learned from working with so many wealthtech and...

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.

Your Best Compliance Partner Could Be Your Tech Platform

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It’s no secret that the SEC in recent months has become more aggressive on the enforcement front than at any point during the last...
NEWS BRIEF 4

ComplySci and Apex Enter Partnership

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The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with the Peak...
NEWS BRIEF 2

Sarson Funds Partners with Entoro, Expanding Crypto Product Line

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(INDIANAPOLIS, IN) - Sarson Funds and Entoro Securities today announced a new partnership, with the expansion of Sarson Funds’ multi-manager digital asset investment product line and platform upgrades....

Publisher Notes For 8/31/22

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Friends, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

Top 5 VC Deals of the Week in Digital Wealth (8/30/22)

Here we go - heading into Labor Day - and the deals in fintech are waning somewhat. ...