Advisor Tech Talk: 1/25/22

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In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

The Week in Digital Wealth (1/25/22)

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he Fed meets this week, and the markets will be looking for signs about the anticipated tightening of monetary policy. Goldman Sachs says to prepare for at least four rate hikes in 2022. Fintech stocks and bitcoin are far from their peaks as investors flee risk for now. Despite the market storm, one banking fintech could be ready to dip its toe into the publicly traded waters. Google has made a key hire in hopes of improving its standing in the digital payments space. 

RegTech in 2022 – Resources will Dictate how Firms Deal with the Continuing Deluge...

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Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.

EPISODE 46: The Colossal Economic Impact of Metaverse Commerce

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In this episode, DWealthMuse host, Dara Albright, and guest Donnie Dinch, CEO of Bitski, an exciting company that is powering the commerce layer of the metaverse via NFTs, discuss how "metaverse commerce" will transform retail and how brands as well as the overall economy stand to benefit.

Bitcoin in Tonga – What Could Possibly Go Wrong?

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Just when a great idea begins to unfold, plans are laid out with a solid timeline and a...

Top 5 VC Deals of the Week in Digital Wealth (1/18/22)

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With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

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 (1/18/22)

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Earnings season is underway, and banks are obsessed with their chief rivals — fintechs. VCs can’t get enough of fintechs either, but in a good way as funding levels continue to rise. Meanwhile, neither cryptocurrencies nor fintech stocks have been able to win over investors so far in 2022, except for one meme coin. Amazon and Visa have found a way to coexist in the U.K. 

EPISODE 45: Everything Investors Need to Know About Blockchain Venture Investing

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In this episode, DWealthMuse host, Dara Albright, and guest Rob Frasca, Co-Founder & Managing Partner of COSIMO Ventures, the world’s first tokenized evergreen blockchain venture fund, discuss everything investors need to know when it comes to blockchain venture investing - including where the greatest opportunities for appreciation exist.

Highland Capital Brokerage Acquires Insurtech Platform Quotacy

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Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm.  The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.