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Press Release 5

Practifi Welcomes Tim Highland as Head of Professional Services

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Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, today announced Tim Highland has joined the company as head of professional services. In this role, Highland will lead Practifi’s professional services team in onboarding clients, implementing new projects and enhancing the client journey.

Publisher Notes For 8/25/21

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Greetings, Fintech Friends! This week we delve into the potential pitfalls of Bitcoin Futures ETFs, learn about using tech for pro bono advisory services, and chat with Reema Tandon of real estate tokenization platform Yoonify plus more! Read up!

A Bitcoin ‘Futures’ ETF? Ready, Set, STOP!

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Bitcoin ETF just rushed over to door number two. Yells of "let me in" are getting very loud. So what's behind door number two? Bitcoin futures. Recently the SEC dropped hints they MAY be receptive to ETFs that will trade in bitcoin futures rather than the cryptocurrency itself. Thus the stampede and excitement got all the management firm's juices flowing.

Advisor Tech Talk (8/24/21)

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The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.

REAL CLEAR CRYPTO: Ethereum Shines for NFTs, Real Estate Thanks to Smart Contracts

Whether you are talking about decentralized finance (DeFi), non-fungible tokens (NFTs), or digital real estate, Ethereum is in the conversation. John Sarson of Sarson Funds explains why.

Fintech Corner: RIAs Stay Nimble in the Face of Cyber and COVID Headwinds

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Practifi's Adrian Johnstone recently joined the DWealth Muse podcast to discuss the role of CRMs in RIAs, cybersecurity for advisors and how COVID has impacted the relationship between advisors and tech.

Top 5 VC Deals of the Week in Digital Wealth (8/24/21)

This week we have some really interesting and diverse deals to review in our Top 5 VC Deals in Digital Wealth column - across multiple sectors and on 3 continents. And even though it's the dead of summer (though in Montana we're already moving straight into fall), there is still some big money moving around in the VC sector for fintech and digital wealth.

Man’s Best… Crypto? How Dogecoin Could Become The Peoples’ Money

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According to the American Kennel Club, the Shiba Inu is an ancient breed of dog “…named after its history as a hunter in the rugged mountains of Japan.” In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

Rising Focus on Employee Compliance with Cryptocurrency Trading

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Venture capital-backed employee compliance software and solutions provider, ComplySci, reported a rise in concerns among compliance professionals across the financial services sector when it comes to cryptocurrency trading activities by their employees.

RegTech Stakes Rise as FINRA Intensifies Options Trading Scrutiny

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In June, Gary Gensler, Chairman of the Securities & Exchange Commission (SEC), discussed his heightened interest in oversight of options trading, an activity that has continued to increase across the financial markets over the past 16 months in particular.