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EPISODE 45: Everything Investors Need to Know About Blockchain Venture Investing

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DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

Highland Capital Brokerage Acquires Insurtech Platform Quotacy

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Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm.  The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.

Could Tokenization Save “The One?”

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"The One" sits on 3.8 acres, its elevated position allows for 360-degree views of the Pacific Ocean, downtown Los Angeles, and the San Gabriel Mountains. The main home is surrounded on three sides by a moat (but no alligators) and spans 105,000 square feet—the master bedroom alone is 5,500 square feet and has a patio with a swimming pool and hot tub that overlook the city.

Publisher Notes For 1/12/22

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Greetings Fintech Friends! This week we dive into the long term market implications of real estate tokenization, hear from one more group of fintech C-suites in the last of our "2022 Predictions in Digital Wealth" series & reflect on why being the FIRST in fintech adoption isn't always the BEST place to be. Read up!

REAL CLEAR CRYPTO: From Skeptic to Believer – A Brief Look Into My Blockchain...

Though the cryptocurrency frontier was pioneered by computer science enthusiasts, the current wave of digital asset investors represent a much broader cohort

Advisor Tech Talk: 1/11/22

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This week, advisors are strengthening their lead generation capabilities, looking to fintech and holistic distribution solutions, making acquisitions and more. Meanwhile, it’s getting easier for financial institutions to access cryptocurrencies thanks to tech innovation. 
Mustapha Baasiri

WEALTHTECH INSIDER Four Ways to Upgrade Your Client Experience

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To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components

2022 Predictions in Digital Wealth from the C-Suite, Part 3

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We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

Concourse Securities Selects SmartAsset’s Lead Gen Platform

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"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...

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Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai