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Advisor Tech Talk (7/14/21)
Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.
Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund
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.
Fintech Luminaries – Meet Nedra Barr of Spyder
we'd like you to meet Nedra Barr of Spyder, a Saas-based e-commerce solution with a proprietary set of products geared towards solutions that a Producing Rep need to run their daily business, positioned to Insurance Agents, RIA’s, and Broker/Dealer Advisors.
The Week in Digital Wealth (7/13/21)
What a difference a week can make! The SPAC deal pipeline continues to fill, while Wise tested the mettle of the LSE in a post-Brexit world and the Nasdaq provided a Shanghai surprise. One major Wall Street firm made a bullish call on a fintech consumer lending platform. Google is on the fintech prowl in Japan while the banks look on, plus traditional lenders are upping the ante to compete with their tech-savvy rivals.
REAL CLEAR CRYPTO: China, U.K. Open Door For More U.S. Crypto—If We’re Ready
The various intersecting regulatory regimes across the U.S. have often been regarded as an area of scrutiny for the financial industry, if not a nearly insurmountable burden to conducting business as efficiently and profitably as possible.
DWealth Muse Podcast Series: Episode 20 – Is the CRM the Key To...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
The Taylor Report (7/6/21)
The year's 3rd quarter has begun..........summer is well under way (except Australia...happy winter).........and markets are really slowing down...........BITCOIN has stabilized around $35K or a touch under........
Publisher Notes For 7/7/21
Fintech Friends, we hope you and your enjoyed an EPIC 4th of July weekend here in the US! We have SO MUCH great new content this week including an important new podcast exploring DeFi and the rights to life, liberty and the pursuit of happiness - true American ideals in honor of our nation's birthday. Read up!
UBS Says Bitcoin May Be Unsuitable For Professional Investors
wiss banking giant UBS has warned its clients that regulatory crackdowns could result in making Bitcoin unsuitable for professional investors. Citing China's recent crackdown on mining, and the growing concern over crypto in the UK and US, UBS is advising clients to shy away from these risky assets.
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.