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REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto
When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."
eBook: Under the Hood of Compliance Audits
he best way to prepare is to know what to expect and to provide your employees with the right tools and technology that streamline and automate compliance tasks.
Fintech Luminaries – Meet Lou Camacho of Stratos Wealth Holdings
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.
DWealth Muse Podcast Series: Episode 14 – Crowdfunding America’s Heroes
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Sarson Funds and QUBIC Labs Partner to Make Quincy the Bedrock of Boston Area...
Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub
Publisher Notes For 5/26/21
Friends, today we have a highly entertaining post comparing the current players in bitcoin to the WWF(!), we delve into more sector VC deals with one topping out this week at $900M and queue up a new podcast for you covering the SPAC sector. Read up!
Is Your CRM Ready for Your Next Audit?
Off-the-shelf customer relationship management (CRM) solutions were not built with specific advisor compliance issues in mind. As a result, many of these systems leave stakeholders less prepared for surprise audits than they would like to be.
Top 5 VC Deals of the Week in Digital Wealth (5/26/21)
We're back in lofty heights this week with all five deals exceeding $100M and one deal just shy of $1B USD. How many times have I said this now-practically every week. The dollars in the VC sector going into fintech are enormous. Methinks maybe just a wee bit of inflation in there rearing it's usgly head in the sector as well - whattya think?
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.
Fintech Luminaries – Meet Niharika Shah of Clout
For the next feature in our FINTECH LUMINARIES series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers. Clout is an operating company within The TIFIN Group, a fintech platform that builds next-gen products by combining investment intelligence, data science, and technology to make investing a more powerful driver of financial wellbeing.