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Top 5 VC Deals of the Week in Digital Wealth (10/5/21)

Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.

REAL CLEAR CRYPTO: Why Advisors Need Crypto Education

Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.

The Week in Digital Wealth (10/5/21)

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An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.

Publisher Notes For 9/28/21

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Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!

Politicizing Crypto? Oh My, Its Begun.

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Just when you think there could not possibly be anything left to politicize along comes a new entrant. Crypto. How might potential voters view legalizing crypto for payments? Would Republicans or Democrats be more inclined to accept crypto as legal tender? Where do they live? Red state? Blue sate? How would they vote? If you are contemplating running for political office you need (?) to know, right? Well let's dig in.

REAL CLEAR CRYPTO: What is Crypto and Why Does it Matter?

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Cryptocurrency has inherent key features that give enormous advantage and opportunity over regular money. It is a digital asset that utilizes computer code & blockchain technology to operate somewhat on its own.

WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

Advisor Tech Talk: 9/28/21

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Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.

Top 5 VC Deals of the Week in Digital Wealth (9/28/21)

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Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

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Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.