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WEALTHTECH INSIDER: Investment Management Is A Catalyst, Not A Commodity
With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey:
Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...
Fintech Luminaries – Meet Sanjeev Kumar of Skience
For this installment of the Fintech Luminaries series, we'd like you to meet Sanjeev Kumar, CEO and Co-Founder of Skience, a Herndon, Va.-based provider of digital workflow solutions and consulting services. The company enables financial services and wealth management firms to transform their core business operations and reach new levels of integration and efficiency, while unlocking new growth opportunities.
The Taylor Report (1/12/21)
Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.
Brilliant or “Sneaky” Bitcoin Activity?
Just in case you haven't heard (amazing), the price of Bitcoin reached over $40,000 last week as more institutional investors have decided to gain exposure to the digital asset/currency.
Walmart Continues its March into Fintech with New Ribbit Capital Partnership
Walmart issued a late day press release on Monday, 1/11/21, in tandem with Ribbit Capital, that the two firms were announcing the creation - or should I say co-creation - of a new fintech start up. The new firm, which is yet unnamed (the fintech formerly known as symbol?), will be "designed to develop and offer modern, innovative and affordable financial solutions", according to the announcement.
FINTOP Capital Announces Exit of Portfolio Company Kindful
FINTOP Capital, a venture capital firm focused on B2B SaaS (software as a service) companies in the Financial Technology (FinTech) space, announced today that it has exited its investment in Kindful, a nonprofit software platform known for its best-in-class third party application integrations and online fundraising tools. Financial terms of the transaction were not disclosed.
Top 5 VC Deals of the Week in the Digital Wealth Sector (1/13/21)
Fintech venture deals surged in the first and second weeks of January, with several mega-deals occurring in the US offshore. India, Germany and the Philippines each saw deals closing in excess of $100M USD within the fintech sector and two US deals rounded out the top 5 for this past week.
Alphatrai Publishes White Paper On Investment Portfolio Construction Through Understanding Risk
AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”
NFL Panthers’ Star Russell Okung Traded? Yes, Dollars for Bitcoin.
Last week several news headlines read that Russell Okung, star offensive tackle of the National Football league's Carolina Panthers, would be the first player to be paid his salary in Bitcoin. Not totally true. Almost immediately another headline rang out that, no, he is not being paid in Bitcoin.
The Taylor Report (1/5/21)
Trading Summary Notes for Tuesday, 1/5/21: What's new? The new year. Happy 2021! What to do now? Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.