A Look At Advisor-Facing Fintech From Three Different Vantage Points
The world looks different depending on what level of advisor-facing fintech a company operates on.
Financial Advisor Digital Marketing in a Post-Pandemic World
While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.
When Goldman Sachs Smells Money, Take Note
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.
These Reese’s Cups Fintechs Are Bringing Decentralized and Traditional Finance Together
Fintech has a metaphorical chocolate and peanut butter. The chocolate would be decentralized finance, fintech applications that put the power of banking, lending and investing directly into the user’s hands, with less reliance on financial intermediaries, or no reliance on them at all.
$5 Billion is the New Aspirational Number for Fintech SPACs
In what is surely a MOST uncanny coincidence, two major fintech SPAC deals were recently announced at $5 Billion dollar valuations First, what are the odds, and second, HOLY CANNOLI, that's a lot of money.
Women Struggle in the Fintech Landscape
Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists
Will Smith, J.J. Watt, The Chainsmokers Take on Robinhood. Hello Public!
Public is a stock trading firm that aims to be the "anti-Robinhood" of public markets, has a more social focus and does not sell its investor's order flow.
Recent Market Disruption Escalates Interest in AI-Driven Asset Management
With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.
Quietly, a Massive Fundamental Way Business is Transacted is Taking Place
With news headlines blasting stories about COVID, the new Biden administration, the GameStop/Reddit/Robinhood/Market Democratization drama, Bitcoin/Elon Musk, etc., there is a huge transformation in business architecture going on..
GameStopping the Way to Decentralized Finance (DeFi)
Great transformations are often marked with nouns developing into verbs. Phoning. Texting. Facebooking. Tweeting. And most recently, GameStopping.