CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?
Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, crypto hedge fund managers are on the lam and the industry needs a new form of governance - see how that can be accomplished. READ UP!
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 mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.
Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!
According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.
Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Kevin Adams, Senior Vice President of Wealth Management Technology at investment management firm Raymond James.
Over thirteen years for fed stimulus to get inflation up. Now, just beginning to take stimulus away and raising rates. That doesn't go away in just a few months. It's a bear market.
Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!