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

0
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

Chicago Fed President Mistakes Jan. 1st for April 1st (April Fools Day)

0
Charles Evans, President of the Chicago Federal Reserve bank, seems to have completely mistaken New Years Day (Jan 1) for April Fools Day (April 1) as he gave a speech Monday.

Designing First-Class Digital Experiences in a Post-Pandemic World

0
Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.

GameStopping the Way to Decentralized Finance (DeFi)

0
Great transformations are often marked with nouns developing into verbs. Phoning. Texting. Facebooking. Tweeting. And most recently, GameStopping.

How an Investment Group on Reddit Can Return Democracy to Stock Markets

0
The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.

When Goldman Sachs Smells Money, Take Note

0
Recognizing the potential for an explosion in customer demand for bitcoin, Goldman Sachs is re-entering a sector they exited just a couple years or so ago by relaunching its cryptocurrency trading desk, thus allowing them to deal Bitcoin futures and non-deliverable forwards to clients.

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

0
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

The Office of Comptroller of Currency Clarifies Guidelines for Cryptocurrencies

0
The Office of Comptroller of the Currency (OCC) recently published a letter clarifying the guidelines for national banks and federal savings associations...

Adviser Domain – Defining Zero Trust Cybersecurity Ahead of 2021

0
Zero Trust is a very simple security concept. It operates around one belief: Trust no one. No process. No technology. No one inside the organization or outside of the parameters. Everything requires verification. Everything must receive permission before connecting to a network...
Mom Computer

Purse Strings – An American Fintech For Women, By Women

0
One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.