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Publisher Notes For 7/19/22

Friends, we are now deep into summer and it seems like an "everything and nothing" kind of time. We have major fundings, new launches and integrations to report on. And then we have our "Summer Thoughts" with a lot of questions on markets but no clear answers. Want to know more about what is - and isn't - going on? READ UP!

Top 5 VC Deals of the Week in Digital Wealth (7/19/22)

I hate to use an old cliche' but WHAT A DIFFERENCE A WEEK MAKES! Last week...

Advisor Tech Talk (7/19/22)

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By Christopher Robbins I’ve recently come into a bit of a windfall, in a...

Summer (Market) Thoughts With No Answers

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Let's be blunt. It's summer. Time for vacations and travel. Summer also means that financial markets are generally,...

EPISODE 66: The Current State of Blockchain Venture and Public Cryptocurrency Investing

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DWealth Muse, is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

Digital Marketing for FAs in the SEC’s New Normal

By Laurie Ehrbar After much fanfare, the SEC's new marketing rule will go into effect...

Publisher Notes For 7/12/22

Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, crypto hedge fund managers are on the lam and the industry needs a new form of governance - see how that can be accomplished. READ UP!

FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 1

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Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.

Regulating Crypto? So, Who Does It?

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Nothing like a crypto market meltdown (a/k/a crash) to bring out more cries for strong regulation. The public...

WEALTHTECH INSIDER: Why Today’s Inflation Calls for Goals-Based Solutions

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The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty Vanneman of Orion Advisor Solutions.