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Publisher Notes For 5/12/21

Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher

The Taylor Report (5/11/21)

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What's New? First.......I have moved both BITCOIN and GOLD back up to the BULLISH corner to join ETH. All are acting extraordinarily well and look ready to resume/build on existing upward momentum.

WEALTHTECH INSIDER: More Than A Rolodex – How CRM Workflows Help Grow Relationships

In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.

“Scarce Source of Value.” Finally, a Brilliant Definition.

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Almost anyone can read that headline and immediately know what it refers to; BITCOIN. That definition of Bitcoin is extremely significant because it comes from the newly appointed Chairman of the Securities and Exchange Commission, Gary Gensler. Finally, at long last, there is clarity as to how a US regulatory body views Bitcoin along with other cryptocurrencies. Significantly, Bitcoin is separated from other cryptos and considered a 'stand alone' asset.

How RIAs Can Simplify Compliance With Software

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Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.

Revolut adopts Elliptic’s crypto compliance software and broadens its cryptocurrency offering

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Revolut, the fast growing fintech with more than 15 million customers, has announced today that they have integrated with Elliptic, the global leader in cryptoasset risk management and blockchain analytics.
Press Release 3

Silicon Valley Legend Selects Miami As Headquarters for Latest Fintech Startup

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Former PayPal CEO and serial fintech entrepreneur Bill Harris has moved to Miami to launch Nirvana Technology (Nirvana), a global digital bank. Based in Wynwood, the fresh company is now hiring high-tech talent across engineering, product, marketing, and operations.
Press Release 1

Digital Homeownership Platform Better to Become a Publicly-Listed Company via Merger with Aurora Acquisition...

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Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.
Press Release 2

Boxing Icon, Floyd Mayweather Jr., Will Launch His First Drop Of Legacy Collection NFTs...

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Legendary boxing icon, Floyd Mayweather Jr., in conjunction with IronBend, a provider of turnkey digital NFT solutions for prominent personalities, has teamed up with Reality Gaming Group, a publisher of mobile games and blockchain-based digital entertainment, and Zytara Labs, the NFT production company and studio, to release exclusive NFT collector's items ahead of his highly anticipated exhibition bout with YouTuber-turned-boxer Logan Paul.

Advisor Group’s MyCMO Gives New Edge to Super-OSJs in Recruiting Wars

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When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.