Publisher Notes For 6/16/21
Friends, another week of big news on the digital wealth front with word of a new investment in a Brazilian fintech from the Oracle of Omaha, a security token offering making our top 5 VC deals list and a deeper look into the paradigm-shattering bitcoin news out of El Salvador plus so much more. Read up!
REAL CLEAR CRYPTO: Yes, Cryptocurrencies Belong In the ESG Discussion
Cryptocurrencies, in particular Bitcoin, have come under recent criticism for being environmentally unfriendly, specifically for the energy it takes to mine and transact with digital assets. Most recently, Tesla founder Elon Musk triggered a wave of volatility in Bitcoin after he opined that the digital currency was not energy efficient.
Fintech Luminaries – Meet Alex Cavalieri of Seven Group
or our latest feature, we'd like you to meet Alex Cavalieri of the Seven Group platform, which enables financial advisors to drive growth, lower costs over time, and increase AUM. Seven Group builds advisors a cohesive plan and gives them the content and tools to grow their practice.
Publisher Notes For 6/9/21
Friends, today our newsletter is packed with SO MUCH great content, including venture deals that ALL exceed $300M USD in one week, a LOL read from Bill Taylor in the Taylor Report and a new podcast delving into the NFT craze, plus much more! Read up!
The Taylor Report (6/8/21)
KEEPING SCORE; SO FAR BITCOIN IS RESPONSIBLE FOR CLIMATE POLLUTION,MONEY LAUNDERING, CRIME, RANSOMWARE, COLLAPSE OF FINANCIAL STABILITY, MARRIAGE/RELATIONSHIP PROBLEMS (OK, that's mine)....whatever.
WEALTHTECH INSIDER: Wealthtech’s Role In Laser-Focused, High Net Worth Service
Technology’s role is supplemental to that of the advisor. It can’t replace the expertise and personal nature of the relationship, but it can add much-needed efficiencies that keep an advisor on-task and better able to focus their time on a client’s needs. Nowhere is that more necessary than the race to attract and retain the attention of high net worth clients.
REAL CLEAR CRYPTO: Where Are All The Good Cryptocurrency Funds For Advisors?
Advisors today face huge deficits in knowledge, services and products in the cryptocurrency space when compared to retail financial services firms. John Sarson has recognized this when he founded Sarson Funds and now has a full team working to fill the gap.
Fintech Corner (6/9/21)
Financial firms now have a new option to operate in a manner that is compliant by design. Practifi, a business management platform for financial advisory firms, has launched a new compliance application to create a unique, custom-built compliance dashboard within a business’s operations.
Fintech Luminaries – Meet Richard Napolitano of Advisor360°
Advisor360° helps banking, insurance, and independent broker-dealers as well as roll-up RIAs digitally transform themselves, increasing productivity and revenue while decreasing compliance risk and costs.
The Taylor Report (6/1/21)
What's New? FUD (fear, uncertainty, doubt).............Stabilization over the Memorial Day long weekend.....End of Month (May) came and now it's June....BITCOIN had one of its worst months ever dropping +/- 35%..........ETH held pretty well, only off less than 10% for all of May