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When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has only become more complicated.

According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

Keep in mind that these newly listed Bitcoin ETFs do NOT actually hold Bitcoin, but rather Bitcoin FUTURES, and specifically, futures traded on the CME (Chicago Mercantile Exchange) which settle monthly in cash. In other words, these new ETFs will never actually hold Bitcoins. How will this affect Bitcoin trading, settlement and, most importantly, how the ETFs will trade? Again, who knows. Its a brand new world.

The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.

This week we're back with a fresh round of new Top 5 VC deals, and the funding numbers continue to exceed $100M+ and cover the globe, though most were out of the US this week. This week's top deal came out of the Philippines - the other four top deals all came out of California. Hospitality, NFT gaming and payments platforms were amongst the categories funded

Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping. 

As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.

The fed still thinks (for public consumption ) that inflation is transitory and is hoping (praying) they won't need to raise interest rates. They will be forced to at some point.

The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million U.S. households will transfer more than $68 trillion over the next 25 years. 

Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!