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Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.

The past year and half has seen major changes across the digital and crypto asset space, with the launch of a number of asset management tools, including Blockchange, Inc.’s BITRIA.

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.”

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.  

The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.

As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.

How “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation

The fed still thinks (for public consumption ) that inflation is transitory and is hoping (praying) they won't need to raise interest rates. They will be forced to at some point.

CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.

Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.