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Fintech Corner: How CRMs Play a Vital Role in RIA Compliance

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Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.

The Taylor Report (8/17/21)

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What's new? Other than Afghanistan.....not much.....August is traditionally slow and the last two weeks before the end of summer is even slower.....BITCOIN seems "comfy" around $46K.

Publisher Notes For 8/18/21

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This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!

WEALTHTECH INSIDER: Three Steps to Help Protect Your RIA from Data Breaches

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Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

End of Summer Tidbits and News Follow Ups in Digital Finance

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Bye bye Summer. The end is near. The last two weeks of August are famous for being extremely dull in financial markets and so it is again. So, with a dearth of news (and general malaise of interest) in the financial and fintech markets, here are some follow ups and updates from some "hot" pieces that made headlines the past couple of months.

Advisor Tech Talk (8/17/21)

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If the wealth management space is any indication, the economy is humming along just fine. RIAs are hiring top talent and gearing up for more of a digital push. Let’s dive in. 

REAL CLEAR CRYPTO: Institutions are Herding Into Crypto

John Sarson first started thinking about bitcoin as an investment opportunity in 2015. At the time, he was managing his own RIA firm focused on ETFs and low-cost trend-following investments.

Top 5 VC Deals of the Week in Digital Wealth (8/17/21)

We've given up acting surprised when every deal each week continues to be over $100M in VC funding, and this week is no different. What I loved seeing is that the US was back in the driver's seat for the top deals internationally in financial technology.

The Week in Digital Wealth (8/17/21)

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Despite the chaos in the world lately, the financial markets continue to turn. Global fintechs are exploring the U.S. markets for multi-billion-dollar public listings, including more potential SPACs. Just because a company looks like a fintech doesn’t mean it is one. Demand for bitcoin and Ethereum is only growing stronger, and crypto payments have made their way to Android. Let’s dive in.

DWealth Muse Podcast Series: Episode 25 – Why Bitcoin is a “Once-in-a-Species” Asset...

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