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WEALTHTECH INSIDER: Rusty Vanneman’s Summer Reading
The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.
Top 5 VC Deals of the Week in Digital Wealth (7/14/21)
This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and this week the banking sector takes the lead on these deals. In the meantime, TechCrunch recently published a post noting Q2/21 was the hottest quarter ever for VC fundings. LOTS of cash sloshing around with all that freshly minted dollars coming off the printing presses, so we're none too surprised.
Fintech Luminaries – Meet Nedra Barr of Spyder
we'd like you to meet Nedra Barr of Spyder, a Saas-based e-commerce solution with a proprietary set of products geared towards solutions that a Producing Rep need to run their daily business, positioned to Insurance Agents, RIA’s, and Broker/Dealer Advisors.
The Week in Digital Wealth (7/13/21)
What a difference a week can make! The SPAC deal pipeline continues to fill, while Wise tested the mettle of the LSE in a post-Brexit world and the Nasdaq provided a Shanghai surprise. One major Wall Street firm made a bullish call on a fintech consumer lending platform. Google is on the fintech prowl in Japan while the banks look on, plus traditional lenders are upping the ante to compete with their tech-savvy rivals.
REAL CLEAR CRYPTO: China, U.K. Open Door For More U.S. Crypto—If We’re Ready
The various intersecting regulatory regimes across the U.S. have often been regarded as an area of scrutiny for the financial industry, if not a nearly insurmountable burden to conducting business as efficiently and profitably as possible.
Publisher Notes For 7/7/21
Fintech Friends, we hope you and your enjoyed an EPIC 4th of July weekend here in the US! We have SO MUCH great new content this week including an important new podcast exploring DeFi and the rights to life, liberty and the pursuit of happiness - true American ideals in honor of our nation's birthday. Read up!
REAL CLEAR CRYPTO: NFTs Aren’t Another Fad, They’re A Revolution
Tokenization is a technology trend with the potential to reshape financial markets, according to John Sarson, CEO and co-founder of Sarson Funds, a cryptocurrency asset manager and information hub for financial advisors, and nowhere is that more apparent than in the world of non-fungible tokens, or NFTs.
Top 5 VC Deals in Digital Wealth Thus Far in 2021
As I reviewed our columns going back to the first of the year, it was abundantly evident that the deal sizes have ratcheted up as the year has progressed. I'll also admit, it felt weird to leave out deals in the $500M - $600M range. But those did not make the list, incredibly.
The Week in Digital Wealth (7/6/21)
JPMorgan is back on the fintech circuit with its second acquisition in the span of a few short weeks. Pop sensation Britney Spears and her conservatorship battle also made an appearance in this week’s roundup, while Robinhood is riding the IPO wave.
Advisor Tech Talk (7/7/21)
There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.