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Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve your financial marketing. A major shift in fintech VC funding. Why a SpongeBob character has entered the wealthtech sector (wait, what???!). READ UP!!

Friends, "A Midsummer Night's Dream" comes to mind as we close out July. Truthfully, it's been since college that I read the full works of Shakespeare and I had to look up the summary as a refresher. Turns out, lots of magic and trickery are involved - not dissimilar from the current stories behind crypto conosolidation or the markets in general you'll find in our newsletter this week. READ YE UP!

By Christopher Robbins “Never count your chickens before they hatch” should be a maxim...

Friends, we are now deep into summer and it seems like an "everything and nothing" kind of time. We have major fundings, new launches and integrations to report on. And then we have our "Summer Thoughts" with a lot of questions on markets but no clear answers. Want to know more about what is - and isn't - going on? READ UP!

By Christopher Robbins I’ve recently come into a bit of a windfall, in a...

Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, crypto hedge fund managers are on the lam and the industry needs a new form of governance - see how that can be accomplished. READ UP!

The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty Vanneman of Orion Advisor Solutions.

By Christopher Robbins A belated happy Independence Day! There’s nothing like...

An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.

Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.