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REAL CLEAR CRYPTO: DeFi Popcorn Enables Digital Assets to Work For The Common Good—And...

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For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.

Advisor Tech Talk: 11/23/21

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The broader financial advisor community has been adding tech talent, launching new products and going digital.  

Advisor Tech Talk: 11/16/21

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Advisors are partnering up to harness each other’s strengths and capabilities. Crypto has muscled its way into the retirement conversation. And artificial intelligence is making it easier than ever for advisors to connect with prospects.  

Top 5 VC Deals of the Week in Digital Wealth (11/16/21)

This week we're back with a fresh round of new Top 5 VC deals, and out top deal came in at $450M this week, with every deal, once again, well about $100M USD.

The Week in Digital Wealth (11/16/21)

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Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

WEALTHTECH INSIDER: Orion Tax Pulse Survey – Client Expectations for Tax-Smart Advice are Underestimated...

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A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations

Atari Meets Blockchain: The Half-Century Journey from Silicon Valley to the Metaverse

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Earlier this month, Atari restructured its business to create two separate divisions, Atari Gaming and Atari Blockchain. The announcement comes after years of development in the space, since Atari first publicly expressed its interest in crypto assets in early 2018.

The Week in Digital Wealth (11/23/21)

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Fintech is exiting 2021 with a bang. IPOs and M&A are on the horizon, while venture capital is shaking things up. Crypto may have lost one battle but it has its sights set on winning the war. BNPL is tapping the capital markets, and fintech stocks could be a bubble just waiting to happen, according to one veteran PE exec.  

Wealth Management: Three Strategies to Personalize the Client Experience

Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed

REAL CLEAR CRYPTO: How Dogecoin Could Become The Peoples’ Money

According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.