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WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways

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Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity.
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Sarson Funds Sees Green With Launch of Cryptocurrency ESG Strategy

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Sarson Funds announced today the launch of Cryptocurrency ESG Strategy, LP, a cryptocurrency investment strategy designed for financial advisors to offer accredited investors exposure to environmental, social, and governance-focused cryptocurrencies.

Advisor Tech Talk (8/10/21)

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The dog days of summer are winding down, but the wealthtech market segment is just starting to heat up. Let’s dive in and visit news in the sector for the week of 8/10/21.

Top 5 VC Deals of the Week in Digital Wealth (8/10/21)

D, and international in scope. I honestly sometimes feel guilty limiting this list to the Top 5 VC deals, because important deals OVER $100M USD are increasingly not making the cut for this column. But that's where the fintech VC market is headed - "to infinity, and beyond".

Fintech Luminaries – Meet Helen Yang of Andes Wealth Technologies

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For our latest "Fintech Luminaries" feature, we'd like you to meet Helen Yang of Andes Wealth Technologies, the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.
DWN

DIGITAL WEALTH NEWS SURPASSES 40,000 UNIQUE VISITORS IN JULY, ITS TENTH FULL MONTH OF...

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Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, dwealth.news, surpassed 40,000 monthly unique visitors in July.  Digital Wealth News achieved this milestone after just ten full months of operations, having been launched in October 2020.

The Week in Digital Wealth (8/10/21)

With a combined market cap of $1.8 trillion, the cryptocurrency industry has gotten too big for lawmakers to ignore. But politicians are missing the forest for the trees with their hastily written legislation. Fintech startup Circle is looking to join the ranks as a digital currency bank. Meanwhile, since last week’s Square/Afterpay deal, Buy Now Pay Later startups are looking increasingly attractive. SPACs are still a trend and more. Let’s dive in! 

DWealth Muse Podcast Series: Episode 24 – The Tezos Blockchain and its Quiet...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

The Taylor Report (8/3/21)

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What's new? Not much ..... Delta variant of Covid grabbing lots of headlines ..... to shot or not to shot? ..... mask or no mask? ..... that's got center stage .....interest rates sink to over six month lows (go figure).

Publisher Notes For 8/3/21

Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!