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The Week in Digital Wealth (1/18/22)

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Earnings season is underway, and banks are obsessed with their chief rivals — fintechs. VCs can’t get enough of fintechs either, but in a good way as funding levels continue to rise. Meanwhile, neither cryptocurrencies nor fintech stocks have been able to win over investors so far in 2022, except for one meme coin. Amazon and Visa have found a way to coexist in the U.K. 

How to Improve Data Quality with Data Best Practices

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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.

Why Adding Digital Assets To Your Portfolio is Important

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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.

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...
Bill Taylor

The Taylor Report (1/11/22)

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BIGGEST "GIGGLE" OF 2022 SO FAR? FED CHAIR POWELL TESTIFIED TODAY THE FED WOULD NOT LET INFLATION TAKE ROOT. AND, HE SAID IT WITH A STRAIGHT FACE.

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