Publisher Notes

Publisher Notes For 1/19/22

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Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 
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Wealthtech Insider

Wealthtech Insider: Bucketing Client Goals to Help Them Protect, Live, and Dream

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Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

Fintech Corner

Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans

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Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: Why 2022 May Be The Year The Good Guys Win The...

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Robert Grant, CEO of Crown Sterling, Grant describes data as the most valuable asset in the world, but today it’s an asset that renders little or no value to most of its creators.

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Bill Taylor

The Taylor Report (1/18/22)

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IT APPEARS THAT BITCOIN AND ETH ARE NOT CURRENTLY ON ANYONE'S "TO DO LIST." THAT IS NOT ALL BAD. WHEN NOBODY IS LOOKING, THAT'S TIME TO TAKE NOTICE.

TheALTinvestor: Why Crowdfunding Is Having Its Moment

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Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

Publisher Notes For 1/19/22

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Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 

Jiffy.ai illumations

JIFFY.ai Illuminations: Rethinking Wealth Management’s Relationship With Technology Providers

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

THE TAYLOR REPORT

Bill Taylor

The Taylor Report (1/18/22)

0
IT APPEARS THAT BITCOIN AND ETH ARE NOT CURRENTLY ON ANYONE'S "TO DO LIST." THAT IS NOT ALL BAD. WHEN NOBODY IS LOOKING, THAT'S TIME TO TAKE NOTICE.

THEALTINVESTOR

Refinitiv, an LSEG BUSINESS

Orion advisor tech

practifi

Sarson funds

Jiffy.AI

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