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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 Week in Digital Wealth (10/5/21)
An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.
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.
Advisor Tech Talk: 9/28/21
Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.
Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts
Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.
The Week in Digital Wealth (9/28/21)
Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust.
Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
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.