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Decentralized Diaries for the Week of 9/24/24

Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...

Advisor Tech Talk (Week of 1/15/24)

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We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

What’s Up with WhatsApp?

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Email and other traditional forms of digital communication take a back seat to new messaging apps, with increasingly well-known platforms like WhatsApp leading the pack.

Advisor Tech Talk: 1/18/22

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The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

The Week in Digital Wealth (12/21/21)

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BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.

Publisher Notes For 11/16/21

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Hello Fintech Friends! This week we explore the intersection of gaming, finance and media, review the increasing role BTC is playing in Latin American economies, and review the week's top VC deals in the fintech sector and more. Read up! Cindy Taylor, Publisher

The Week in Digital Wealth (11/16/21)

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Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

The Week in Digital Wealth (9/14/21)

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Seasons change and so does the fintech landscape. Since our last update, one major cryptocurrency exchange is calling out the SEC, Europe does not want to get left behind on digital currencies, investors have some remorse over buy now pay later, and SPACs are still popular.  
Press Release 2

Gideon Strategic Partners Affiliates With Leading Independent Broker-Dealer, Appoints Adam Gross Partner And Head...

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Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $500 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced that its financial advisors have affiliated with The Leaders Group, a leading national, independent broker-dealer located in Littleton, Colo. The transition is effective immediately.
Press Release 2

Hudson Executive Investment Corp. II Announces Closing of $250 Million Initial Public Offering

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Hudson Executive Investment Corp. II (the "Company") announced today that it closed its initial public offering of 25,000,000 units at a price of $10.00 per unit, including 2,500,000 units issued pursuant to the exercise by the underwriters of their over-allotment option