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Rethink. Financial Advice Podcast: What Can Advisors Learn from the Former CEO of PayPal...
For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...
TaxBit Secures Investments from PayPal Ventures and Coinbase Ventures; Winklevoss Capital Doubles Down
TaxBit, which offers cryptocurrency tax automation software targeted for crypto users, exchanges, and merchants, is excited to announce new investments from PayPal Ventures, Coinbase Ventures, and existing investor, Winklevoss Capital. These new investments from major fintech companies reinforce the importance of tailored software solutions, like TaxBit, in driving widespread cryptocurrency adoption.
Is PayPal (and others) Creating a Bitcoin Shortage?
Over the last several months there has been a steady stream of reports that firms such as MicroStrategy, Square and others have moved to buy bitcoin to use for their cash reserves
INDUSTRY BRIEF | This AI App Wants to Replace Advisors. Will It?
Bill Harris has spent much of his career trying to move financial services onto new technological rails. He ran Intuit and PayPal, founded Personal...
AI & Finance™ | News for the Week Ending 9/25/26
What were we talking about again? Oh yeah! We STILL love a good paradox, so we decided to hunt for a financial artificial intelligence-related mindbender for...
INDUSTRY BRIEF | Meta’s Muse Is a Hit. Will It Take Over Finance?
The arrival of Meta’s Muse artificial intelligence agent has introduced a new source of uncertainty into financial markets: What happens to banks, insurers, brokerages...
Advisor Tech Talk (Week of 6/29/26)
Happy birthday!
We’re writing this on our spouse’s birthday (she’s sleeping in), but it works just as well to say a happy early...
VC Fintech Roundup — Global Is Moving, the U.S. Is Napping
Fintech had a split personality this cycle. Everywhere outside the U.S., capital was moving with purpose — big checks, big infrastructure, big ambition. Inside...
Top 5 Global Fintech Venture Capital Deals (Week of May 11th)
This was one of those weeks where fintech funding didn’t vanish — it just migrated. While the U.S. tape stayed unusually quiet, capital surged...
Digital Assets, Tokenization & Stablecoins CIO Summary — Week of May 11th
Digital assets are no longer the side‑hustle of global finance—they’re the plumbing. Tokenized treasuries are scaling, stablecoins are drifting into “default settlement rail” territory,...








