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Session #8: Navigating the Cryptocurrency Regulatory Landscape
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Session #8: Navigating the Cryptocurrency Regulatory...
The Taylor Report (11/30/21)
The fed finally admits inflation is here and real. Pandemic fears are replacing monetary policy to try and slow the economy and slow inflation. It won't work.
REAL CLEAR CRYPTO: When In Doubt, Zoom Out
Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here.
Driving Client Centricity Through Wealth Advisory Productivity
The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.
Fintech Corner: A Time to Reflect on What We’re Thankful For
This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.
WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey
There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.
Will Bitcoin Be Latin America’s “Euro?”
The first "radical" step in adopting a new currency took place just a few months ago when the country of El Salvador made Bitcoin legal tender. People may not remember but in January 2001, the very same El Salvador gave up control of its monetary policy, abandoned the fixed exchange rate and "dollarized" the economy, thus making the U.S. currency in El Salvador legal tender.
Advisor Tech Talk: 11/23/21
The broader financial advisor community has been adding tech talent, launching new products and going digital.
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
The Week in Digital Wealth (11/9/21)
Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping.