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Publisher Notes For 8/10/21

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Greetings, Fintech Friends! This week we review the current (and lingering) demise of gold, learn about the Tezos blockchain and what it means for the future of DeFi and chat with wealthtech CEO Helen Yang of Andes Wealth Technologies plus more!

Publisher Notes For 8/3/21

Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!

Innovation? Winning? Yes! Need an Example?

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xactly one year ago (last August) the CEO of MicroStrategy, Michael Saylor, announced that rather than holding excess cash reserves in low (or money losing) treasuries, MicroStrategy would hold Bitcoin. Saylor came to the conclusion that Bitcoin is a true store of value and a much better use of idle cash.
NEWS BRIEF 2

After Receiving $120 Million Investment, ComplySci Expands Board of Directors

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ce again on the move.  After receiving a $120 million growth equity investment from global private equity firm K1 Investment Management, ComplySci has announced the expansion of its Board of Directors.

Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund

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Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.

REAL CLEAR CRYPTO: NFTs Aren’t Another Fad, They’re A Revolution

Tokenization is a technology trend with the potential to reshape financial markets, according to John Sarson, CEO and co-founder of Sarson Funds, a cryptocurrency asset manager and information hub for financial advisors, and nowhere is that more apparent than in the world of non-fungible tokens, or NFTs.

WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions

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It’s important advisors learn to give advice and even comfort in a way that is consistent with research around “stickiness.” What follows is a four-part process, developed at the Orion Center for Outcomes, around giving clients advice in a way that influences behavior change.

REAL CLEAR CRYPTO: Tokenization Will Turn The Real Estate Market Upside-Down

“Tokenization, an innovation built on blockchain technology, is making its way from cryptocurrencies to real assets,” said John Sarson, CEO and co-founder of Sarson Funds, a provider of digital asset management and cryptocurrency education resources for financial advisors. “The impact could be revolutionary.”
NEWS BRIEF 3 Industry

As Ransomware Grabs Headlines, Demand for Entreda’s Cybersecurity Solutions Rise

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The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.

Latin America is Becoming Central Banker’s Worst Nightmare. No Laser Eyes at The Fed.

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Global central bankers, already extremely anxious about losing monetary control to the likes of Bitcoin, are going to have some very sleepless nights ahead. Nightmare type sleepless nights. Last week El Salvador's President, Nayib Bukele, signed into law legislation declaring Bitcoin to be legal tender in the country.