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Publisher Notes For 3/1/22

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher
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REAL CLEAR CRYPTO: When It Comes To Investing In Crypto, Advisors Might Want To...

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Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.

Fintech Luminaries – Meet Sabrina Bailey of Refinitiv, an LSEG business

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For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

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. 

TheALTinvestor: Why Crowdfunding Is Having Its Moment

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Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

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! 

WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream

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Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

Advisor Tech Talk: 12/28/21

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The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

The Week in Digital Wealth (12/21/21)

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BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.

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.