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6 Easy Cyber Initiatives to Add Value to Your Client Relationships

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Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

Top 5 VC Deals of the Week in Digital Wealth (11/16/21)

This week we're back with a fresh round of new Top 5 VC deals, and out top deal came in at $450M this week, with every deal, once again, well about $100M USD.

The Week in Digital Wealth (11/16/21)

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Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

WEALTHTECH INSIDER: Orion Tax Pulse Survey – Client Expectations for Tax-Smart Advice are Underestimated...

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A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations

Atari Meets Blockchain: The Half-Century Journey from Silicon Valley to the Metaverse

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Earlier this month, Atari restructured its business to create two separate divisions, Atari Gaming and Atari Blockchain. The announcement comes after years of development in the space, since Atari first publicly expressed its interest in crypto assets in early 2018.

The Week in Digital Wealth (11/23/21)

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Fintech is exiting 2021 with a bang. IPOs and M&A are on the horizon, while venture capital is shaking things up. Crypto may have lost one battle but it has its sights set on winning the war. BNPL is tapping the capital markets, and fintech stocks could be a bubble just waiting to happen, according to one veteran PE exec.  

Episode 38: Prosperity Awaits at the Intersection of Gaming, Finance and Media

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Wealth Management: Three Strategies to Personalize the Client Experience

Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed
Bill Taylor

The Taylor Report (11/9/21)

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THERE ARE FEWER AND FEWER PLACES TO INVEST. THE BEST SAFE HAVEN AND STORE OF VALUE IS BITCOIN. THERE IS A CAP ON HOW MANY (21M) WILL EVER BE CREATED. WHAT ELSE CAN SAY THAT?

Publisher Notes For 11/9/21

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Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm several sectors of the market, including blockchain innovation, and report on the latest Initial Public Offering in the fintech sector plus more. READ UP!!