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Press Release 1

FDIC Issues Request for Information on Digital Assets

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The Federal Deposit Insurance Corporation (FDIC) today announced that it is gathering information and soliciting comments from interested parties about insured depository institution’ current and potential digital asset activities.

SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth...

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SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.

Fintech Corner (5/19/21)

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Not only is providing financial advice evolving into a profession as indispensible and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology, said Adrian Johnstone, chief commercial officer at Practifi, a business management platform for financial services firms. Both medicine and law have embraced a roles-based approach to building technology stacks.

The Taylor Report (5/18/21)

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What's New? Glad you asked. LOTS & LOTS! First off, the BITCOIN, ETH and crypto market turned into the "Elon Musk Wheel of Non-Fortune Show"............BTC dropped 22%, ETH 17% and HODL's got blindsided..........GOLD perked up as money flowed out of Bitcoin...

Publisher Notes For 5/19/21

Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector here. Read up!

Colonial Pipeline Ransomware Bad Guys Unmasked

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Last week a huge portion of the Southeast U.S. found itself out of gas. Why? Because Colonial Pipeline, the largest pipeline system for refined oil products in the U.S, suffered a ransomware cyberattack that impacted computerized equipment managing the pipeline. Simply put - no money for hackers, no gas for you.

Top 5 VC Deals of the Week in Digital Wealth (5/19/21)

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.

This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!

Rusty Vanneman

WEALTHTECH INSIDER: Five Investment Megatrends to Watch

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Beyond the promise of returns, model investment strategies can encourage clients to stay tuned in to their financial goals and stick with an advisor over the long haul… assuming the models make sense for what the client needs.

Future Crypto Regulations Take Center Stage in Wealth Management

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Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

The Week in Digital Wealth (5/18/21)

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Fintech firms are hitting on all cylinders lately, making a splash in some of the trendiest deals in the capital markets and helping to shape the financial industry of the future. In fact, one of the mega IPOs of the year so far involves a payment technology unicorn that is about to become a household name. Whether it’s real estate opportunities, SPAC deals or digital currencies, financial technology companies ranging from mobile banking startups to payments platforms are setting the pace.