DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...

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In this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, discuss ways for investors to #GetoffZero because #RiskHappensFast

Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech

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Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets

Will Fidelity, Grayscale & Others Finally Change the SEC’s Stance on a Bitcoin ETF?

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Within the last few months Fidelity Investments, Grayscale Investments LLC, WisdomTree, CBOE/VanEck, NYDIG Asset Management, Valkyrie Digital Assets and SkyBridge Capital have all filed with the SEC to launch a Bitcoin ETF

Fintech in Q1/21 – Where are We Headed Next?

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With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed

DWealth Muse Podcast Series: Episode 7 – Bridging the Gap Between Conventional &...

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In this episode, host Dara Albright and guest, Alon Goren, Founding Partner of Draper Goren Holm, recap DGH’s 3rd Annual Security Token Summit, expounding on the 3 key areas of financial transformation exhibited at the conference: regulatory, innovation and democratization

Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?

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Over the last few decades, the wealth management industry has gravitated towards separately managed accounts or SMAs. High-net-worth clients, in particular, embraced these instruments because they provided a path to invest more like institutions.

Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight

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Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.

DWealth Muse Podcast Series: Episode 6 – When Crypto and RIAs Unite

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In this episode, host Dara Albright and guest, Tyrone Ross, CEO of Onramp Invest, discuss: The transformation of wealth management. How financial advisors are guiding clients who are seeking cryptocurrency exposure, etc.

Has The Fed Taken Up “Trash Talking?”

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It looks like the Chairman of the Federal Reserve, Jerome Powell (or, JPow), and his new "sidekick" Treasury Secretary Janet Yellen (JYell?) have realized they may have a big problem on their hands.

A Look At Advisor-Facing Fintech From Three Different Vantage Points

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The world looks different depending on what level of advisor-facing fintech a company operates on.