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The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.

The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.

BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

With inflation hovering at a 40-year high, BNPL is being looked to as the hero among consumers. One Brazilian digital bank fintech’s IPO was a hit on Wall Street. The CEO of Better.com could not have picked a worse way or time to announce layoffs. Meanwhile, Elon Musk is eyeing greener pastures.  

This is part 1 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session One provides a comprehensive primer into blockchain technology and some of the new asset classes it has inspired.

WHO......WHO......WOULD SELL A LARGE BITCOIN POSITION IN A THIN MARKET WITH NOBODY AROUND IN THE EARLY HOURS OF A WEEKEND? EITHER A FORCED LIQUIDATION (BADLY HANDLED), A SHORT WANTING TO DRIVE THE PRICE DOWN.......OR AN IDIOT.

With the holiday season upon us, you'd think things would be slowing down but that's not the case in the fintech world.  More mega VC deals have just closed, the Fed is up to who knows what this season, and we just interviewed Congressman Tom Emmer in our podcast series about the future of crypto.  Read (and listen) up!

When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.