Publisher Notes

Publisher Notes For 9/14/21

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Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!
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Orion Advisor Tech

Practifi

Sarson funds

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COMPLIMENTARY LIVE WEBINAR-SESSION #2: Real World Applications of Blockchain and Cryptocurrency

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Key items covered in this webinar include: · Banking - Stablecoins, Digital Wallets, Staking · International Remittance/Payments and Decentralized Financial Infrastructure · Alternative Currencies, Inflation and Geopolitical Hedge, Web3.0 · Central Bank Digital Currencies and How Governments Choose to Co-Exist · Use Cases and Applications

Advisor Group Enhances Cybersecurity Preparedness with Appointment of New CISO

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Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.

Publisher Notes For 9/14/21

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Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!

Wealthtech Insider

Wealthtech Insider: Three Real-World Applications of Advisor-Client Personality Tests

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It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might have dismissed as “soft skills.”

Fintech Corner

Fintech Corner – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond

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Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.

Real Clear Crypto

REAL CLEAR CRYPTO: Roman DBDR Merges with CompoSecure to Debut Arculus™ in Digital Asset...

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Roman DBDR Tech Acquisition Corp. (NASDAQ: DBDR) (“Roman DBDR”) is a tech acquisition company focused on partnering with young companies that seek to be leaders in the next generation of technology.

The Taylor Report

The Taylor Report (9/14/21)

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Trading Summary Notes for Tuesday, 9/14/21: Oh, just your every so often "flash crash" in BITCOIN, ETH and the crypto sector (again? Yawn).....BITCOIN dropped to the low $40K area.
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