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The Week in Digital Wealth (5/26/21)
If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.
YIELD App announces ground-breaking new DeFi insurance product, Steady State
Decentralized finance (DeFi) wealth management platform YIELD App has announced it is partnering with its new partner project, cutting-edge new DeFi insurance protocol Steady State, which plans to completely transform the cryptocurrency protection landscape.
SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth...
SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.
The Taylor Report (5/18/21)
What's New? Glad you asked. LOTS & LOTS! First off, the BITCOIN, ETH and crypto market turned into the "Elon Musk Wheel of Non-Fortune Show"............BTC dropped 22%, ETH 17% and HODL's got blindsided..........GOLD perked up as money flowed out of Bitcoin...
Top 5 VC Deals of the Week in Digital Wealth (5/19/21)
We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.
This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!
WEALTHTECH INSIDER: Five Investment Megatrends to Watch
Beyond the promise of returns, model investment strategies can encourage clients to stay tuned in to their financial goals and stick with an advisor over the long haul… assuming the models make sense for what the client needs.
Future Crypto Regulations Take Center Stage in Wealth Management
Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.
Fintech Luminaries – Meet Damon Deru of AdvisorPeak
We’d like you to meet Damond Deru of AdvisorPeak, a wealthtech firm that puts enterprise-class portfolio management tools within reach of all investment professionals.
Smarsh Enables Compliant Adoption Of Microsoft Teams As Regulated Organizations Migrate From Legacy Collaboration...
Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.
Lance is the Self-Driving Banking Account for Solopreneurs
Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.