Home Search

one - search results

If you're not happy with the results, please do another search

Fintech Corner (6/2/21)

0
Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.

WEALTHTECH INSIDER: If You Build It, They Will Come: Wealthtech to Find (and Keep)...

0
Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.

REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto

When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."

eBook: Under the Hood of Compliance Audits

0
he best way to prepare is to know what to expect and to provide your employees with the right tools and technology that streamline and automate compliance tasks.

The Week in Digital Wealth (6/1/21)

The fintech ecosystem has expanded to include offshoots, such as insurtech and auto fintech, for example. It gives companies a unique calling card, and it seems everybody wants a slice of the fintech pie these days. You can’t blame them, given the rate at which fintechs are reaching unicorn status as Silicon Valley and Wall Street alike pile into these names. This past week was no different.

Fintech Luminaries – Meet Lou Camacho of Stratos Wealth Holdings

0
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 mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.

DWealth Muse Podcast Series: Episode 14 – Crowdfunding America’s Heroes

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

Sarson Funds and QUBIC Labs Partner to Make Quincy the Bedrock of Boston Area...

0
Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub

The Taylor Report (5/25/21)

0
Chaos......Confusion......Uncertainty. Countries, individuals and "never Bitcoiners" have all teamed up to drive (a/k/a manipulate) BITCOIN (and cryptos in general) down and have done a good job (so far).......BITCOIN touched $30K, ETH traded under $2K and other coins sank as well...........China verbally assaulting BITCOIN miners and traders (again)

Publisher Notes For 5/26/21

Friends, today we have a highly entertaining post comparing the current players in bitcoin to the WWF(!), we delve into more sector VC deals with one topping out this week at $900M and queue up a new podcast for you covering the SPAC sector. Read up!