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The Taylor Report (1/25/22)

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OIL IS HIGHER. INFLATION IS HEADING UP, NOT EASING. INTEREST RATES ARE BEING HELD BACK FROM DOING WHAT NEEDS TO BE DONE (STEM INFLATION). BAD OMENS.

WEALTHTECH INSIDER: How Big RIAs Are Using Technology To Scale Smart

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Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.

DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic

Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.

The Week in Digital Wealth (1/25/22)

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he Fed meets this week, and the markets will be looking for signs about the anticipated tightening of monetary policy. Goldman Sachs says to prepare for at least four rate hikes in 2022. Fintech stocks and bitcoin are far from their peaks as investors flee risk for now. Despite the market storm, one banking fintech could be ready to dip its toe into the publicly traded waters. Google has made a key hire in hopes of improving its standing in the digital payments space. 

Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment

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Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

Top 5 VC Deals of the Week in Digital Wealth (1/25/22)

Friends, this week the VC numbers ratcheted down QUITE a bit in the fintech sector. What gives with that? It's probably coincidental that it has coincided in some part with the dramatic stock market declines in the US this week, because these deals take some time to close, but still, the coincidental timing is quite curious.

TheALTinvestor: Why Crowdfunding Is Having Its Moment

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Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

Publisher Notes For 1/19/22

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Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 

Top 5 VC Deals of the Week in Digital Wealth (1/18/22)

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.