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REAL CLEAR CRYPTO: DeFi Popcorn Enables Digital Assets to Work For The Common Good—And...

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For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.

The Week in Digital Wealth (11/23/21)

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Fintech is exiting 2021 with a bang. IPOs and M&A are on the horizon, while venture capital is shaking things up. Crypto may have lost one battle but it has its sights set on winning the war. BNPL is tapping the capital markets, and fintech stocks could be a bubble just waiting to happen, according to one veteran PE exec.  

The Taylor Report (10/26/21)

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Finally, a BITCOIN ETF (actually two....so far) has launched..........ProShares and Valkyrie have each been approved to offer a BITCOIN strategy ETF......BUT using CME BITCOIN futures (they settle in cash).

Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...

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Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

The Week in Digital Wealth (10/12/21)

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The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.

Fintech Corner: Why Data-Centric Technology is Client-Centric Technology

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What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.

WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track

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Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.

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.

Bitcoin: 1 Country Down, 194 to Go

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Did you know (I sure didn't) that there are 195 countries in the world? Did you know (I did) that only one so far has made Bitcoin legal tender? That country is El Salvador down in Central America. And sure, as dominoes fall there will be many more following El Salvador's lead.