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The Week in Digital Wealth (2/22/22)
TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,
COO Spotlight: Wealth Enhancement Group’s Terri Kallsen on Aligning Strategy, Operations, Technology
Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through...
LDER, CO and NEW YORK, NY / ACCESSWIRE / February 16, 2022 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced that Clout by TIFIN is partnering with Commonwealth Financial Network® and Sanctuary Wealth to provide personalized marketing to attract and engage the next generation of advisors and clients.
Publisher Notes For 2/16/22
This week we dive deeper into NFT investing, revisit the BTC vs GOLD argument yet again (because it's back in the lexicon yet again), and review how geopolitical politics are affecting crypto prices and more. Read up!
Fintech Luminaries – Meet Aaron Schumm of Vestwell
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.
WEALTHTECH INSIDER: Risk – The Discussion Every Advisor Needs to Have with a...
Financial advisors & investors already know that risk is integral to creating a well-functioning investment portfolio for their clients—but chances are good that clients have a completely different perspective on risk.
Advisor Tech Talk: 2/15/22
Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.
The Week in Digital Wealth (2/15/22)
This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.
Crypto-Curious? A Guide to Digital Asset Exposure
Gone are the days when Bitcoin was only for basement-dwelling tech geeks. Though the cryptocurrency frontier was pioneered by such computer science enthusiasts, the new wave of digital asset investors represent a much broader cohort.
The Week in Digital Wealth (2/9/22)
This week, Digital Wealth News is pleased to introduce a new writer for "The Week in Digital Wealth" - Greg Bilecki. We've found Greg to be a talented writer on other projects and we're thrilled to have him take over this column for us, with his unique perspective on all things fintech and digital wealth the world over. Welcome Greg!