Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the blockchain...
By Bill Taylor, Contributor/Fintek Capital We compare the price of Bitcoin, Ethereum, & Gold,...
Friends, as we inch toward the 4th of July, a new week of action-packed content in the digital wealth sector awaits you including a riveting point/counterpoint dialogue, a phenom DWeatlh Muse podcast on false bitcoin narratives and an $800M VC deal, plus so much more. Read up!
Trading Summary Notes for Tuesday, 1/5/21: What's new? The new year. Happy 2021! What to do now? Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.
For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.
THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?
In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.
Crown Sterling, a pioneer of personal data sovereignty technologies, just announced that its Crown Sovereign (CSOV) Token is now listed on the HitBTC Exchange.
The biggest "new" thing of the week is how many investors/traders believe that inflation, higher interest rates and geopolitical events don't matter. Yeah, right!