Publisher Notes For 10/5/21
Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.
WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track
Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.
REAL CLEAR CRYPTO: Why Advisors Need Crypto Education
Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.
The Taylor Report (9/28/21)
China is a mess........big firms in the property sector defaulting on bonds, now a power shortage, cracking down (again) on crypto. I really wish china would go back to making artificial Christmas trees and cat toys and stop trying to dominate the world's financial system.
Publisher Notes For 9/28/21
Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!
REAL CLEAR CRYPTO: What is Crypto and Why Does it Matter?
Cryptocurrency has inherent key features that give enormous advantage and opportunity over regular money. It is a digital asset that utilizes computer code & blockchain technology to operate somewhat on its own.
WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track
Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.
REAL CLEAR CRYPTO: Why Blockchain Might Save the World
Imagine creating a valuable product, which is then taken from you & monetized without your consent. This happens to Americans every day, said Robert Grant, Chmn and CEO of Crown Sterling Ltd.
The Taylor Report (9/21/21)
CHINA.....Evergrande.....fear of contagion.....enough "new for you?".....looks like China is undergoing a total new direction.....socialism is the new "in"......good/bad?......in the meantime, selling everything is in vogue.
Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management
Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.