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Publisher Notes For 6/30/21

Friends, as we inch toward the 4th of July, a new week of action-packed content in the digital wealth sector awaits you including a riveting point/counterpoint dialogue, a phenom DWeatlh Muse podcast on false bitcoin narratives and an $800M VC deal, plus so much more. Read up!
Rusty Vanneman

WEALTHTECH INSIDER: Will Model Portfolios Hurt Your Business? Deconstructing the Arguments

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In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

Fintech Corner (6/30/21)

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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, lower operating costs and improve the client experience.

Fear of Crypto Regulations Overblown? A Point-Counter Point

While government regulators ponder (that's being kind) about how to formally regulate crypto, it seems almost everyone has an opinion on whether it will be "doom" or "gloom" for Bitcoin and other cryptocurrencies. Here is a glimpse of the topic from a great "point-counter point" article by two extremely knowledgeable industry leaders on their thoughts.

Advisor Tech Talk (6/30/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

Fintech Luminaries – Meet Ryan George of Docupace

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

DWealth Muse Podcast Series: Episode 18 – Dispelling False Bitcoin Narratives

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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 (6/30/21)

This week, 3 of the top 5 deals were international - out of South Korea, Holland and China; The Chinese deal received funding from a Canadian teacher's pension fund - we thought that was interesting and rather unusual; In America, the two firms who made our list this week were in auto finance and wealthtech - two strong areas of financing in our country.

How Technology Helps Firms Thrive, Not Just Survive

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For financial advice firms, continued growth is always the name of the game. But how each firm goes about expanding its business depends on its size and client base. Whatever your firm’s goals, ensuring that you are using proper, modern technology is essential to meeting them.

The Week in Digital Wealth (6/29/21)

The deal pipeline is filling in the fintech space, chief of which includes Visa flexing its muscle in Europe’s open banking industry. Kids are gaining access to financial apps sooner than later, thanks to one UK-based challenger bank. In addition, a couple of German fintech startups are looking to gain a foothold in the US market while the IPO pipeline keeps growing. Andreessen Horowitz has made a key hire and is doubling down on crypto despite a murky regulatory environment.