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WEALTHTECH INSIDER Applying Your Financial Planning Skills and Tech for Pro Bono Work

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The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.

How to Create a More Tangible Client Experience and Reduce Churn

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The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.

Top 5 VC Deals of the Week in Digital Wealth (12/14/21)

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

The Week in Digital Wealth (12/21/21)

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BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.

Advisor Tech Talk: 12/14/21

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BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

CogniCor Launches Wealth Management Knowledge Graph

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ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.
Bill Taylor

The Taylor Report (12/7/21)

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WHO......WHO......WOULD SELL A LARGE BITCOIN POSITION IN A THIN MARKET WITH NOBODY AROUND IN THE EARLY HOURS OF A WEEKEND? EITHER A FORCED LIQUIDATION (BADLY HANDLED), A SHORT WANTING TO DRIVE THE PRICE DOWN.......OR AN IDIOT.

DWN Tech Awards

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Blockchain

REAL CLEAR CRYPTO: How Blockchains Are Helping To Supercharge Entrepreneurship And Innovation

Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.

Top 5 VC Deals of the Week in Digital Wealth (12/7/21)

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.