Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
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
The Next Huge Digital Asset Sector? Tokenizing Real Estate
It may not be big news that the ability to tokenize assets like art, all kinds of collectables...
Important Facts Overlooked in the Year’s Bear Market
The verdict is in. 2022 is guilty on all counts of being a bear market.
Interest rates went higher then expected (surprise?), inflation wasn't transitory...
A Black Swan in Gray Feathers?
Worries? There are none. Concerns? Not so much.
It is said that financial markets climb a "wall of worry," but if nobody is worried,...
Democratizing Access to Venture Capital a Win-Win
Easements in SEC crowdfunding regulations and the rise of information sharing are significantly changing the way small businesses grow. Resultant of these changes, investor pools have diversified, providing individuals new opportunities outside of traditional Silicon Valley channels.
FTX and Crypto. Is Regulation Really The Answer?
Back to work. Kinda sort of, anyway. Thanksgiving is over and the holiday week is in the rear view mirror. It is tough to...
Markets & Baseball: “It Ain’t Over ’til It’s Over”
It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...
Fintech M&A – Payment Deals Pick Up
Let’s get this out of the way. If the COVID-19 outbreak had occurred in 2008, we would be...
Coinbase Democratizing Financial Markets
COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.
Traditional Banks are Struggling to Keep Up with Fintechs, But Cafes?
Santander Bank just opened its first Work Cafe (at least in the U.S.) in Brooklyn to offer anyone access to free amenities such as fully equipped private meeting rooms, abundant co-working spaces, plentiful charging outlets, fast Wi-Fi and 24/7 ATMs...