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Publisher Notes For 12/22/21

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Greetings Fintech Friends! With Christmas week upon us, we want to express our gratitude for our wonderful clients and readers and wish you all a beautiful holiday season! And in the meantime, we have another great newsletter this week, chock full of original, leading edge content. Read up!

Fintech Luminaries – Meet Nick Kim of Vestigo Ventures

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For our latest Fintech Luminaries feature, we'd like you to meet rising fintech star Nick Kim of Vestigo Ventures, an early-stage venture capital firm based in Cambridge, Massachusetts, that invests in companies within the FinTech industry.

Advisor Tech Talk: 12/21/21

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As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

How Can Advisory Firms Build for the Digital Future?

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The financial services industry can’t afford to ignore the digital revolution any longer. If advisory firms had any lingering doubt about digital transformation’s importance, the COVID-19 pandemic swept it all away.

WEALTHTECH INSIDER: Building Trust – 3 Ways to Influence Clients to Take Your Financial...

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The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.

Publisher Notes For 12/15/21

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A great newsletter this week with a look at NFTs and sports, Bitcoin ETFs and their performance after 2 months and a deep dive into the great intergenerational wealth transfer, plus more. Read (and listen) up!

Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity

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The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

REAL CLEAR CRYPTO: ESG Reimagined

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Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.
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WEALTHTECH INSIDER Applying Your Financial Planning Skills and Tech for Pro Bono Work

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The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.

EPISODE 42: The Explosion of Blockchain Unicorns and its Global Impact

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