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Sarson Funds Sees Green With Launch of Cryptocurrency ESG Strategy
Sarson Funds announced today the launch of Cryptocurrency ESG Strategy, LP, a cryptocurrency investment strategy designed for financial advisors to offer accredited investors exposure to environmental, social, and governance-focused cryptocurrencies.
Advisor Tech Talk (8/10/21)
The dog days of summer are winding down, but the wealthtech market segment is just starting to heat up. Let’s dive in and visit news in the sector for the week of 8/10/21.
Top 5 VC Deals of the Week in Digital Wealth (8/10/21)
D, and international in scope. I honestly sometimes feel guilty limiting this list to the Top 5 VC deals, because important deals OVER $100M USD are increasingly not making the cut for this column. But that's where the fintech VC market is headed - "to infinity, and beyond".
The Week in Digital Wealth (8/10/21)
With a combined market cap of $1.8 trillion, the cryptocurrency industry has gotten too big for lawmakers to ignore. But politicians are missing the forest for the trees with their hastily written legislation. Fintech startup Circle is looking to join the ranks as a digital currency bank. Meanwhile, since last week’s Square/Afterpay deal, Buy Now Pay Later startups are looking increasingly attractive. SPACs are still a trend and more. Let’s dive in!
Innovation? Winning? Yes! Need an Example?
xactly one year ago (last August) the CEO of MicroStrategy, Michael Saylor, announced that rather than holding excess cash reserves in low (or money losing) treasuries, MicroStrategy would hold Bitcoin. Saylor came to the conclusion that Bitcoin is a true store of value and a much better use of idle cash.
REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases
DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.
Top 5 VC Deals of the Week in Digital Wealth (8/3/21)
This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?
Fintech Corner (8/3/21)
Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.
Casper Network: Building the Blockchain of the Future, Together
The Casper Network’s mission is to create a collaborative blockchain that supports a robust community of smart contract and decentralized application creators. CasperLabs aims to be a leading solution to the blockchain trilemma, a three-factor functionality problem in achieving a scalable, decentralized, and secure blockchain.
Seamless integration provides a Premium Service to advisors for holistic wealth planning with 401(k)s,...
Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows Dynamic’s network of advisors to actively manage and trade on their clients’ 401(k), 403(b) and other held-away accounts without triggering custody, empowering advisors to actively manage some of their clients’ largest accounts as part of a comprehensive, balanced plan.