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Advisor Tech Talk: 1/25/22

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In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

Publisher Notes For 1/19/22

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Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 

2022 Predictions in Digital Wealth from the C-Suite, Part 3

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We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

REAL CLEAR CRYPTO: ESG Reimagined

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Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.

CogniCor Launches Wealth Management Knowledge Graph

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ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.

WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions

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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.
Blockchain

REAL CLEAR CRYPTO: How Blockchains Are Helping To Supercharge Entrepreneurship And Innovation

Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.

REAL CLEAR CRYPTO: VAIL VR Pushes The Power Of NFTs In The Metaverse

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An insightful interview on NFTs & the Metaverse with Jonathan Ovadia, CEO of AEXLAB, publisher and developer of VAIL VR, an online multiplayer shooter game and virtual reality hub.

Fintech Corner: A Time to Reflect on What We’re Thankful For

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This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.

Financial Advisor Client Retention: Getting the Best Results

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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.