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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...
The Week in Digital Wealth (7/19/22)
By Christopher Robbins
This week in digital wealth, we pick up some of the...
Advisor Tech Talk (7/19/22)
By Christopher Robbins
I’ve recently come into a bit of a windfall, in a...
Summer (Market) Thoughts With No Answers
Let's be blunt. It's summer. Time for vacations and travel. Summer also means that financial markets are generally,...
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
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?
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
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.
REAL CLEAR CRYPTO: How NFTs Allow Fashion and Luxury to Penetrate the Metaverse
The Bugatti Group, an 82-year-old owner of eight luxury brands focused primarily on bags and luggage, is preparing to enter the NFT space. Licensing partners include The Rolling Stones, Celine Dion & more.