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Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.

Greetings Fintech Friends! With Christmas week upon us, we want to express our gratitude for our wonderful clients and readers and wish you all a beautiful holiday season! And in the meantime, we have another great newsletter this week, chock full of original, leading edge content. Read up!

The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.

A great newsletter this week with a look at NFTs and sports, Bitcoin ETFs and their performance after 2 months and a deep dive into the great intergenerational wealth transfer, plus more. Read (and listen) up!

The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.

BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

With the holiday season upon us, you'd think things would be slowing down but that's not the case in the fintech world.  More mega VC deals have just closed, the Fed is up to who knows what this season, and we just interviewed Congressman Tom Emmer in our podcast series about the future of crypto.  Read (and listen) up!

When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.

We're back this week with an action-packed roster of content for you including a deeper look at El Salvador's much touted Bitcoin City, a new Fintech Luminaries interview with Chad Parks of Ubiquity Retirement + Savings and yet another stratospheric $500M+ VC deal in fintech.  Read up! | Cindy Taylor, Publisher

The past year has shown investors the value of working with a seasoned financial professional, but how do you quantify the benefits of planning, guidance, and behavioral finance?