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Advisor Tech Talk: 9/7/21 (Summer Wrap Up)
divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall.
The Summer in Digital Wealth (9/8/21)
After a blockbuster summer in the fintech and digital wealth space, we thought it would be a good opportunity to do a highlight reel of some of the most memorable developments. For those who prefer to look ahead instead of the rear-view window, Christmas is just 108 days away and counting!
Fintech Luminaries – Meet Mark Healy of FusionIQ
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Mark Healy of FusionIQ, a digital investing platform that helps clients create a digital wealth investing experience for their end customer.
Top 5 VC Deals of the Summer in Digital Wealth (9/7/21)
Now that we're officially post-Labor Day, we're looking at the top 5 largest fintech deals of the summer, and there have been some whoppers. To give you a perspective, the LOWEST funding level in this Top 5 list for the summer was a $500M Series G for equity management system Carta. The top deal came in at $1B+ (yes, "B") for NC-based financial reporting software firm insightsoftware.
Q&A: Wealth Management Marketing Leader Susan Theder Joins FMG Suite
he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms. And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.
Fintech Luminary in Training – Meet Jessica Albright
For our latest Fintech Luminaries feature, we'd like to offer a fresh news take on this series with an interview from an up and coming FUTURE fintech luminary, 8th grader Jessica Albright. Learn how the current generation is already using fintech and how they hope to be involved in the industry in the future.
Fintech Corner: Let’s Go Digital
With the resurgence of COVID cases due to the rise of the delta variant, corporate America is responding by either setting new vaccine standards or postponing the return to in-office work until a later date.
The Taylor Report (8/31/21)
What's new? Last day of August.....summer is days away from being over.....that's it.....zero.....BITCOIN drifting around but not going up....not going down.....ETH catching a bit of a wave moving up a little.
Time is Running Out for Fiat. Five Years? Ten Years?
Thinking adjustment. A recent poll consisting primarily of banking executives discovered that most feel that bitcoin and digital assets could replace fiat currencies like the U.S. dollar within the next 5 to 10 years. Hard to believe since most financial professionals were bitcoin skeptics only a few years ago. But hey, guess you can teach old banker types new tricks.
REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto
For over 350 years, the nation-state system has been the cornerstone of Western politics as people who shared national characteristics created geographical boundaries & sovereign governments to manage them.