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The Taylor Report (12/14/21)
Inflation is out of control (certainly not transitory) & the Fed is lost. They don't have a clue on what to do, or the guts to do what they need to do. Not a deer in the headlights....a deer in the rear view mirror that's been run over.
Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity
The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.
REAL CLEAR CRYPTO: ESG Reimagined
Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.
WEALTHTECH INSIDER Applying Your Financial Planning Skills and Tech for Pro Bono Work
The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.
How to Create a More Tangible Client Experience and Reduce Churn
The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.
EPISODE 42: The Explosion of Blockchain Unicorns and its Global Impact
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Top 5 VC Deals of the Week in Digital Wealth (12/14/21)
Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.
EPISODE 41: How NFTs are Transforming Sports Entertainment
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
The Week in Digital Wealth (12/21/21)
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.
Advisor Tech Talk: 12/14/21
BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.