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Publisher Notes For 8/18/21

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This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!

WEALTHTECH INSIDER: Three Steps to Help Protect Your RIA from Data Breaches

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Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

Advisor Tech Talk (8/17/21)

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If the wealth management space is any indication, the economy is humming along just fine. RIAs are hiring top talent and gearing up for more of a digital push. Let’s dive in. 

REAL CLEAR CRYPTO: Institutions are Herding Into Crypto

John Sarson first started thinking about bitcoin as an investment opportunity in 2015. At the time, he was managing his own RIA firm focused on ETFs and low-cost trend-following investments.

DWealth Muse Podcast Series: Episode 25 – Why Bitcoin is a “Once-in-a-Species” Asset...

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

REAL CLEAR CRYPTO: Sarson Funds Talks Bitcoin, Ethereum and Institutional Adoption

The attention of the cryptocurrency industry was pulled to Washington, D.C. in recent days, where the $1.2 trillion Infrastructure Investment and Jobs Act included a target on the market’s back.

Publisher Notes For 8/10/21

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Greetings, Fintech Friends! This week we review the current (and lingering) demise of gold, learn about the Tezos blockchain and what it means for the future of DeFi and chat with wealthtech CEO Helen Yang of Andes Wealth Technologies plus more!

The Taylor Report (8/10/21)

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Buy BITCOIN....if you missed buying (or adding to) BITCOIN in the $30K area, don't miss the $40K area.....BTC is rolling and heading for new all time highs.....ETH actually stronger than I thought

Gold. No Longer Golden. RIP!

Dear GOLD. It's over. After thousands of years of a beautiful relationship, it's time we (the world's populace) move on. Nothing personal, it's just that your shiny golden luster has lost its glow. Sad but true.
Press Release 4

Sarson Funds Sees Green With Launch of Cryptocurrency ESG Strategy

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Sarson Funds announced today the launch of Cryptocurrency ESG Strategy, LP, a cryptocurrency investment strategy designed for financial advisors to offer accredited investors exposure to environmental, social, and governance-focused cryptocurrencies.