Publisher Notes For 1/19/22

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Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 

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.

JIFFY.ai Illuminations: Rethinking Wealth Management’s Relationship With Technology Providers

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

REAL CLEAR CRYPTO: Why 2022 May Be The Year The Good Guys Win The...

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Robert Grant, CEO of Crown Sterling, Grant describes data as the most valuable asset in the world, but today it’s an asset that renders little or no value to most of its creators.
Bill Taylor

The Taylor Report (1/11/22)

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BIGGEST "GIGGLE" OF 2022 SO FAR? FED CHAIR POWELL TESTIFIED TODAY THE FED WOULD NOT LET INFLATION TAKE ROOT. AND, HE SAID IT WITH A STRAIGHT FACE.

Publisher Notes For 1/12/22

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Greetings Fintech Friends! This week we dive into the long term market implications of real estate tokenization, hear from one more group of fintech C-suites in the last of our "2022 Predictions in Digital Wealth" series & reflect on why being the FIRST in fintech adoption isn't always the BEST place to be. Read up!

REAL CLEAR CRYPTO: From Skeptic to Believer – A Brief Look Into My Blockchain...

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Though the cryptocurrency frontier was pioneered by computer science enthusiasts, the current wave of digital asset investors represent a much broader cohort

Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans

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Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
Mustapha Baasiri

Wealthtech Insider: Four Ways to Upgrade Your Client Experience

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To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components

JIFFY.ai Illuminations: Only Fools Rush In – Why Fintech First Movers No Longer Have...

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Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai