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The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.

Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

Well there ya go. Investor protection is as simple as wearing your car's seat belt. At least that's what Gary Gensler (Chairman of the...

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

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

BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor...

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!

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.

Email and other traditional forms of digital communication take a back seat to new messaging apps, with increasingly well-known platforms like WhatsApp leading the pack.

Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!