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By Gregory Bilecki TWIDW 4/26/22: Fed News & Market Impacts, Musk buys Twitter and Stripe...

This is part 6 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session six focuses on ways to mitigate risks when investing in digital assets.

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.

M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  

Fintechs are increasingly coming into their own, with investment banks hunting ways to rub shoulders with the digital crowd. In the past week, JPMorgan made a splash with a fintech investment while the IPO pipeline is filling in the U.S., as well as globally. PayPal is upping the ante for merchants as it boasts its prowess in the competitive payments landscape, while central bank digital currencies are all the rage.

Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.

If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.

We’d like you to meet Damond Deru of AdvisorPeak, a wealthtech firm that puts enterprise-class portfolio management tools within reach of all investment professionals.

Utilizing the CME Bitcoin and Ethereum Reference Rates

By Christopher Robbins People who talk a lot about the good old days forget how easy they have it today. Remember the days...