All Digital Assets Go to Heaven? Actually Purgatory, If You’re Not Careful
What do we need to know about the transfer of digital assets to make sure they don't get lost in the ether? According to one study only one in four consumers have someone in their life who knows all their usernames and passwords, so are consumers even prepared to pass on these assets?
What A Week It Was In Digital Assets…Is Doge Next?
After a week in which bitcoin hit $64,000 and a major digital asset exchange hit a $100 billion valuation after going public through a direct listing, cryptocurrency watchers may be wondering what could possibly be next...
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.
Oh Robinhood. Not Again!
We all know the expression "where there's smoke there's fire," right? Well if you follow events at Robinhood (the commission free stock trading platform) you might feel you are following an arsonist. Fires just seem to continually pop up all around them and the smoke keeps billowing up.
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
Will Fidelity, Grayscale & Others Finally Change the SEC’s Stance on a Bitcoin ETF?
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?
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
Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?
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
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.
Has The Fed Taken Up “Trash Talking?”
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.