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Publisher Notes For 11/16/21
Hello Fintech Friends! This week we explore the intersection of gaming, finance and media, review the increasing role BTC is playing in Latin American economies, and review the week's top VC deals in the fintech sector and more. Read up! Cindy Taylor, Publisher
REAL CLEAR CRYPTO: DeFi Popcorn Enables Digital Assets to Work For The Common Good—And...
For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.
The Week in Digital Wealth (11/16/21)
Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”
WEALTHTECH INSIDER: Orion Tax Pulse Survey – Client Expectations for Tax-Smart Advice are Underestimated...
A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations
Atari Meets Blockchain: The Half-Century Journey from Silicon Valley to the Metaverse
Earlier this month, Atari restructured its business to create two separate divisions, Atari Gaming and Atari Blockchain. The announcement comes after years of development in the space, since Atari first publicly expressed its interest in crypto assets in early 2018.
The Week in Digital Wealth (11/23/21)
Fintech is exiting 2021 with a bang. IPOs and M&A are on the horizon, while venture capital is shaking things up. Crypto may have lost one battle but it has its sights set on winning the war. BNPL is tapping the capital markets, and fintech stocks could be a bubble just waiting to happen, according to one veteran PE exec.
Wealth Management: Three Strategies to Personalize the Client Experience
Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed
Publisher Notes For 11/9/21
Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm several sectors of the market, including blockchain innovation, and report on the latest Initial Public Offering in the fintech sector plus more. READ UP!!
WEALTHTECH INSIDER How Timing And Tax Management Fit Into The Bigger Picture For Your...
When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has only become more complicated.
Advisor Tech Talk: 11/9/21
The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.