Fintech Luminaries – Meet Helen Yang of Andes Wealth Technologies
For our latest "Fintech Luminaries" feature, we'd like you to meet Helen Yang of Andes Wealth Technologies, the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.
The Taylor Report (8/3/21)
What's new? Not much ..... Delta variant of Covid grabbing lots of headlines ..... to shot or not to shot? ..... mask or no mask? ..... that's got center stage .....interest rates sink to over six month lows (go figure).
Publisher Notes For 8/3/21
Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!
REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases
DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.
WEALTHTECH INSIDER: Email And Video Are Must-Haves In An Advisor’s Prospecting Toolkit
An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.
Fintech Corner (8/3/21)
Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.
The Taylor Report (7/27/21)
Simple Thoughts in Complex Markets
By Bill Taylor, Contributor/CIO-Entoro Wealth
The...
Publisher Notes For 7/28/21
Greetings from Digital Wealth News™ ! This week we revisit the value of consistency in digital marketing, check up on Amazon's latest crypto antics and chat with Paul Camuto of fintech Broadridge Financial Solutions, plus more! Another PHENOM edition! Read up!
WEALTHTECH INSIDER: In Digital Marketing To Prospects, Consistency Counts
In one recent survey, almost 84% of investors said they believe receiving personalized content is important when making their decision about who to invest with, and 42% now start the search for a financial advisor online.
Fintech Luminaries – Meet Paul Camuto of Broadridge Financial Solutions
For our latest FINTECH LUMINARIES feature, we'd like you to meet Paul Camuto of Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.