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Publisher Notes For 4/7/21
This week we look at the bizarre world of NFT art, explore the latest spate of high profile Bitcoin ETF filings and chat with Alon Goren of Draper Goren Holm Ventures in our DWealth Muse podcast series, plus much more. We're also pleased to welcome our new partner Practifi and their outstanding weekly series “Fintech Corner”
The Taylor Report (3/30/21)
The first quarter of 2021 is over AND 2021's second quarter begins. BITCOIN gyrated around in the mid-$50K area and now looks to settle near the all time highs around $60K for the week/month/quarter
WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways
Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity. A good communications plan and a thoughtful tech stack are essential for advisors who want to preserve as many of their client relationships as possible after their leap to independence.
Fintech Luminaries – Meet Andrew Altfest of FP Alpha
For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.
The Experts Weigh in on Trends in Digital Wealth for 2021, Part 2
Last week we launched a "mini-series" on digital wealth predictions for 2021 from the top fintech minds in...
Fintech Luminaries – Meet Mark Contey of LaSalle St.
For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...
Publisher Notes (11/18/20)
Another week behind us and Thanksgiving next week. Some phenomenal new content for you inclouding a video from The Clash tied into a Nasdaq story so read up!
WEALTHTECH INSIDER: Rusty Vanneman on the Rise of Model Portfolios
Today, Orion’s CMO Kelly Waltrich speaks with Orion CIO Rusty Vanneman about why industry heavyweights like Fidelity and BlackRock are embracing model strategies..
Fintech Luminaries – Meet Homa Karimabadi of AlphaTrAI
Digital Wealth News connected recently with data sciences leader Homa Karimabadi about his role as Chief Scientist of AlphaTrAI, which seeks to transform asset management with a data science-driven approach that eliminates errors that can be caused by human bias and emotions...
What’s FinTech’s Next Billion Dollar Idea? ScratchWorks Believes It’s Found Two
ScratchWorks, a leading FinTech accelerator, today announced that Lifeworks and ReAllocate received a combined $5,000,000 of funding in its 3rd annual competition to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry