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The Week in Digital Wealth (4/12/22)

By Gregory Bilecki TWIDW 4/12/22: Fed News & Market Impacts, and whoa - Walmart, McDonald’s,...

Advisor Tech Talk (4/12/22)

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Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

Top 5 VC Deals of the Week in Digital Wealth (4/12/22)

This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.
NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

The Taylor Report (4/5/22)

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Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.

Publisher Notes For 4/6/22

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

The Next Huge Digital Asset Sector? Tokenizing Real Estate

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It may not be big news that the ability to tokenize assets like art, all kinds of collectables...

INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

The Week in Digital Wealth (4/5/22)

By Gregory Bilecki TWIDW 4/4/22: Russia and Ukraine updates, Senator Warren is starting to worry...

WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?

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Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.