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Nothing like a crypto market meltdown (a/k/a crash) to bring out more cries for strong regulation. The public...

By Christopher Robbins WealthTech and crypto made for a very busy week in digital...

Happy 4th of July Week to our US friends! We hope you all celebrated the birth of our beautiful nation in your hometowns. And with that, sending our thoughts and prayers to our friends in the Chicago/Highland Park area. It was truly a weekend of great contrasts and a reminder that every day is a gift. In the meantime, we have more great content queued up for you again this summer week. READ UP! | Cindy Taylor, Publisher

The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...

An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.

Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you, filled with important info you can use in your daily financial practice. READ UP!

How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...

By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.