The Shift in Asset Management Over Half a Century The last half-century has witnessed a deep transformation in personal asset management. The days of ledger books and stock certificates have given way to sophisticated digital platforms and a diverse array of investment options. This evolution reflects not just technological advancements but also significant shifts in economic landscapes and investor behavior.   Decade-by-Decade Breakdown: Major Changes from 1970s to 2020s 1970s: The Beginning of Modern Finance The 1970s marked the advent of modern finance theories, such as the Efficient M ..read more

In the journey of life, the legacy we leave behind serves as a reflection of our values, achievements, and care for our loved ones. Financial legacy, encompassing everything from assets and investments to digital footprints, forms a crucial part of this enduring heritage. Ensuring its protection and proper transfer to the next generation is paramount but often overlooked. Here’s where DGLegacy®, a digital legacy planning and inheritance service, steps in, offering a seamless solution to safeguard your financial legacy for when you’re no longer around. DGLegacy’s Role in Endurance of Your Finan ..read more

What is KYC Policy? Know Your Customer (KYC) is a standard in the finance industry that ensures investment advisors, banks, and other financial institutions verify the identity, suitability, and risks involved with maintaining a business relationship with their clients. The KYC process involves collecting and verifying personal identification data, understanding the nature of the client’s activities (to ensure that the funds and assets they manage are not being used for money laundering, terrorism, or other illegal activities), and assessing their risk tolerance, financial position, and financ ..read more

Let’s get the obvious out of the way: Cryptocurrencies – such as Bitcoin, Ethereum, Litecoin, Dogecoin, etc. – have gained extreme popularity, especially in the past few years. There are multiple reasons ..read more

Digital wallets: to store and organize your digital assets. People these days have an ever-increasing number of digital assets – company stocks, investment portfolios, accounts on online trading platforms, company shares, stock ..read more

Password managers have become very popular among people who want to have a single view of the passwords for their various online accounts and digital assets.  The ability to view and use ..read more

The ever-increasing number of digital assets that people possess nowadays raises the valid question of how to bequeath these assets, which range from accounts in mobile banking services, online trading and investing ..read more

Protection and a single view for our personal accounts and digital assets The primary reason why many people consider using a password manager is to protect their passwords, digital assets, and personal ..read more

We know that investing might seem a bit intimidating, especially if you’re not a financial pro. But guess what? We’ve got your back with some amazing tools to make your investment journey ..read more

It’s in our very nature as humans to overthink certain aspects of our lives to the point of hurting ourselves or ending up in a worse position. Whether it’s not speaking up ..read more