Wealthtech Insider: What the ‘Golden Circle’ Teaches Us About Financial Advice

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The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”

Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...

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Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?

REAL CLEAR CRYPTO: Part 2 – Digital Art NFTs

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Understanding how NFTs have made an impact in the digital asset community is important for advisors to know so that they can have meaningful conversations with their clients.

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

REAL CLEAR CRYPTO: Two Types Of NFTs Advisors Need To Understand

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While a lot of the investing world has been focused on creating strategies, infrastructure and products around trading and owning crypto, an even larger blockchain investing revolution is brewing in NFTs

Publisher Notes For 10/12/21

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Hello Fintech Friends! This week we have a fresh new format in our Top 5 VC deals we think you'll enjoy, a Fintech Luminaries post that will bring a smile to your face and a spirited DWeath Muse podcast this week with Dara Albrigh & Bill Taylor taking on the SEC! Check it out!

The Taylor Report (10/12/21)

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U.S default was averted.....for now......as "can" got got kicked down the road to December.......Halloween is coming and ......BITCOIN is in the midst of a year end rush to new BIG highs......BITCOIN popped up over 13%.

Wealthtech Insider: Bucketing Client Goals to Help Them Protect, Live, and Dream

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Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

Fintech Luminary in Training – Meet Jessica Albright

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For our latest Fintech Luminaries feature, we'd like to offer a fresh news take on this series with an interview from an up and coming FUTURE fintech luminary, 8th grader Jessica Albright. Learn how the current generation is already using fintech and how they hope to be involved in the industry in the future.

The Taylor Report (10/5/21)

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Remember China was the big "new news" last week?.....not this week, all gone (or in remission).....with China's news banning cryptos out of the way, BITCOIN and ETH have a monster week.