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Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...

Recently, it seems we are regularly hearing about another cryptocurrency-related scam, another major corporation developing non-fungible token (NFT) collectables, and another sovereign nation adopting digital currencies.

The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.

Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence...

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher

HOSTED by: Discovering the Latest Innovation in Wealth...

This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.

TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,

David Gamble didn’t see himself in the financial industry, let alone in the digital assets space but in 2014, while serving as a research intern for a U.S. Department of Energy project, he began to learn about crypto.