digital - search results

For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.

Here's a theory. Is the SEC attempting to scare investors and make it extremely difficult to buy bitcoin with the intent to drive them into an ETF? Pretty sure Blackrock contributes to political campaigns. Hmmm!

Friends, the Summer Solstice has arrived and a new season of sun is upon is.  Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP! 

Power is like an addictive drug. Regulatory power is a drug laced with steroids. The lust for power and control is certainly nothing new,...

It's certain - the 2024 presidential race will absolutely involve a convo around crypto.  Miami's "crypto mayor" (one of ours) just threw his hat in...

Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.

Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...

Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations...

With the debt ceiling lifted the treasury will be offering $1t in new debt. Maybe that's why the fed will hold off on raising rates? So what to do?  Before I head back to the pooll, maybe buy a bit more BTC and ETH.