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Press Release 3

Vestwell Partners with Wealthtech API Provider Bambu to Expand Investment Advice in Retirement Journey

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Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.

The Taylor Report (6/1/21)

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What's New? FUD (fear, uncertainty, doubt).............Stabilization over the Memorial Day long weekend.....End of Month (May) came and now it's June....BITCOIN had one of its worst months ever dropping +/- 35%..........ETH held pretty well, only off less than 10% for all of May

FUD, Jamie Dimon and Crypto

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Blessed are the media "experts" that can be relied upon to flood the screens and pages with both bubble and doom talk at market peaks and valleys respectively. Gotta keep those viewers viewing and advertisers spending.

REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto

When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."

Sarson Funds and QUBIC Labs Partner to Make Quincy the Bedrock of Boston Area...

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Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub

The Taylor Report (5/25/21)

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Chaos......Confusion......Uncertainty. Countries, individuals and "never Bitcoiners" have all teamed up to drive (a/k/a manipulate) BITCOIN (and cryptos in general) down and have done a good job (so far).......BITCOIN touched $30K, ETH traded under $2K and other coins sank as well...........China verbally assaulting BITCOIN miners and traders (again)

WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests

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More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.
Niharika

Fintech Luminaries – Meet Niharika Shah of Clout

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For the next feature in our FINTECH LUMINARIES series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers. Clout is an operating company within The TIFIN Group, a fintech platform that builds next-gen products by combining investment intelligence, data science, and technology to make investing a more powerful driver of financial wellbeing.

Advisor Tech Talk (5/26/21)

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Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.

Fintech Corner (5/19/21)

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Not only is providing financial advice evolving into a profession as indispensible and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology, said Adrian Johnstone, chief commercial officer at Practifi, a business management platform for financial services firms. Both medicine and law have embraced a roles-based approach to building technology stacks.