Wealthtech Insider (7/27/21)

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In one recent survey, almost 84% of investors said they believe receiving personalized content is important when making their decision about who to invest with, and 42% now start the search for a financial advisor online.

Fintech Luminaries – Meet Paul Camuto of Broadridge Financial Solutions

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For our latest FINTECH LUMINARIES feature, we'd like you to meet Paul Camuto of Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.

REAL CLEAR CRYTPO: Keep Calm And HODL On – Don’t Worry So Much About...

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Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.

Fintech Corner (7/27/21)

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The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.

The Taylor Report (7/20/21)

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What's new? Crazy week.....flare up of Delta version of Covid.....inflation heats up.....Fed says "yeah, so?.....and bonds rally, yields fall? WTF.....stocks dive, BTC & ETH dip lower (again) and GOLD perks up (a little).

Publisher Notes For 7/21/21

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Fintech Friends, this week we delve into AI & blockchain, learn life lessons from a wealthtech behavioral scientist, and visit with our friend and wealthtech influencer, the brilliant April Rudin, plus much more! A truly epic edition! Read up!

Wealthtech Insider (7/20/21)

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My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.

Fintech Luminaries – Meet April Rudin of The Rudin Group

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet April Rudin of The Rudin Group.

Intelligence For Growth (7/21/21)

As a wealth manager, probably not a day goes by without someone reminding you how essential it is to have a personalized approach to engage prospects and clients.

REAL CLEAR CRYTPO: Why Gradual Institutionalization Could Rapidly Accelerate Tokenization Of The World

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According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.