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Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 

Just when a great idea begins to unfold, plans are laid out with a solid timeline and a...

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Robert Grant, CEO of Crown Sterling, Grant describes data as the most valuable asset in the world, but today it’s an asset that renders little or no value to most of its creators.

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.

Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.

Looking to enhance efficiencies, close new business, and improve client experience? So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale.