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Advisor Tech Talk (4/12/22)

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Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

Publisher Notes For 4/6/22

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?

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Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.

Ebook: Building your breakaway brand – The ultimate marketing guide for newly independent RIAs

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For newly independent RIAs, establishing brand presence is critical to the beginning of the breakaway journey. You need to define your value proposition, identify your target audience, and determine how to reach them. 

Publisher Notes For 3/15/22

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

WEALTHTECH INSIDER: Putting Geopolitical Crises in Perspective

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While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.

Publisher Notes For 2/22/22

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This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

COO Spotlight: Wealth Enhancement Group’s Terri Kallsen on Aligning Strategy, Operations, Technology

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Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.

Fintech Luminaries – Meet Kelly Waltrich of Intention.ly

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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 our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine. 

WEALTHTECH INSIDER: Risk – The Discussion Every Advisor Needs to Have with a...

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Financial advisors & investors already know that risk is integral to creating a well-functioning investment portfolio for their clients—but chances are good that clients have a completely different perspective on risk.