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Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

What's new? Crazy week.....flare up of Delta version of Covid.....inflation heats up.....Fed says "yeah, so?.....and bonds rally, yields fall? WTF.....stocks dive, BTC & ETH dip lower (again) and GOLD perks up (a little).

Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.

Bitcoin has seen quite a ride the last few weeks. Backing off the recent highs around $65K and then plunging to around $30K wiping out millions of dollars in investor holdings. Choreographed buying opportunity? Government plot to destroy crypto? Or, just a hell-of-a Smackdown playing by wrestling rules?

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

Don't make any new "bets" until this quarter is over. With a week to go, it is uncertain whether market participants will seek to "mark" portfolios up, or perhaps do some selling to lock in quarterly gains.

For the next feature in this series, we’d like you to meet Sally Outlaw of Worthy Financial which helps the "98%" painlessly save & invest while also helping businesses get better access to capital.

Kimberly Merriman of A3 Financial Talks with Digital Wealth News

What does the Gibraltar Stock Exchange do? The stock exchange opened in 2014 with the Main Market, an...