Fintech Luminaries – Meet Nick Kim of Vestigo Ventures
For our latest Fintech Luminaries feature, we'd like you to meet rising fintech star Nick Kim of Vestigo Ventures, an early-stage venture capital firm based in Cambridge, Massachusetts, that invests in companies within the FinTech industry.
WEALTHTECH INSIDER: Building Trust – 3 Ways to Influence Clients to Take Your Financial...
The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.
Publisher Notes For 12/15/21
A great newsletter this week with a look at NFTs and sports, Bitcoin ETFs and their performance after 2 months and a deep dive into the great intergenerational wealth transfer, plus more. Read (and listen) up!
The Taylor Report (12/14/21)
Inflation is out of control (certainly not transitory) & the Fed is lost. They don't have a clue on what to do, or the guts to do what they need to do. Not a deer in the headlights....a deer in the rear view mirror that's been run over.
Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity
The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.
REAL CLEAR CRYPTO: ESG Reimagined
Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.
WEALTHTECH INSIDER Applying Your Financial Planning Skills and Tech for Pro Bono Work
The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.
The Taylor Report (12/7/21)
WHO......WHO......WOULD SELL A LARGE BITCOIN POSITION IN A THIN MARKET WITH NOBODY AROUND IN THE EARLY HOURS OF A WEEKEND? EITHER A FORCED LIQUIDATION (BADLY HANDLED), A SHORT WANTING TO DRIVE THE PRICE DOWN.......OR AN IDIOT.
Publisher Notes For 12/7/21
With the holiday season upon us, you'd think things would be slowing down but that's not the case in the fintech world. More mega VC deals have just closed, the Fed is up to who knows what this season, and we just interviewed Congressman Tom Emmer in our podcast series about the future of crypto. Read (and listen) up!
WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions
When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.