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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...
Press Release 2

TaxBit Secures Investments from PayPal Ventures and Coinbase Ventures; Winklevoss Capital Doubles Down

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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?

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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

Top 5 VC Deals of the Week in Fintech (11/17/25)

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Fintech Funding Flourish The week of Nov 11–Nov 17 delivered a strong signal from late-stage fintech, as a major wealthtech platform secured a sizable multi-hundred-million...
The Week in Digital Wealth

The Week in Digital Wealth (11/17/25)

A midweek surge in product launches and partnerships followed as the Federal Government revved back to life. Innovation continued to push boundaries. Headlines to take...

AI & Finance™ | News for the Week Ending 11/14/25

A lot was happening in financial artificial intelligence this week.  Yes, we do have a lot of AI & Finance headlines below that stand as...

Advisor Tech Talk (Week of 11/12/25)

AI is going to make us all clean up our acts. Wealth managers included.  Welcome to another strong edition of Advisor Tech...
The Week in Digital Wealth

The Week in Digital Wealth (10/27/25)

The industry defied odds to enable enhanced integrations. Regulatory patterns shifted towards internal processes as government agencies created emergency infrastructure to handle critical issues. Headlines...

DWN Publisher Notes For 10/15/25

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Friends - markets stay fearless as fintech and crypto roar ahead — the Honey Badger rally keeps charging, $344M pours into startups, DeFi evolves fast, and advisor tech arms races with AI to redefine digital wealth worldwide...READ UP!
The Week in Digital Wealth

The Week in Digital Wealth (10/13/25)

The industry advanced smoothly, driven by innovation and balanced by effective self-regulation. Headlines to take note of: BlackRock's Aladdin announced a new partnership with OTCX; ...