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Publisher Notes For 8/3/21
Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!
Innovation? Winning? Yes! Need an Example?
xactly one year ago (last August) the CEO of MicroStrategy, Michael Saylor, announced that rather than holding excess cash reserves in low (or money losing) treasuries, MicroStrategy would hold Bitcoin. Saylor came to the conclusion that Bitcoin is a true store of value and a much better use of idle cash.
REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases
DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.
WEALTHTECH INSIDER: Email And Video Are Must-Haves In An Advisor’s Prospecting Toolkit
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.
Advisor Tech Talk (8/3/21)
Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.
Top 5 VC Deals of the Week in Digital Wealth (8/3/21)
This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?
Casper Network: Building the Blockchain of the Future, Together
The Casper Network’s mission is to create a collaborative blockchain that supports a robust community of smart contract and decentralized application creators. CasperLabs aims to be a leading solution to the blockchain trilemma, a three-factor functionality problem in achieving a scalable, decentralized, and secure blockchain.
Seamless integration provides a Premium Service to advisors for holistic wealth planning with 401(k)s,...
Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows Dynamic’s network of advisors to actively manage and trade on their clients’ 401(k), 403(b) and other held-away accounts without triggering custody, empowering advisors to actively manage some of their clients’ largest accounts as part of a comprehensive, balanced plan.
After Receiving $120 Million Investment, ComplySci Expands Board of Directors
ce again on the move. After receiving a $120 million growth equity investment from global private equity firm K1 Investment Management, ComplySci has announced the expansion of its Board of Directors.
STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering
STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.