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Top 5 VC Deals of the Week in Digital Wealth (10/5/21)

Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.

REAL CLEAR CRYPTO: Why Advisors Need Crypto Education

Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.

The Week in Digital Wealth (10/5/21)

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An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.

Episode 32: Best Practices for Owning and Leaving Cryptocurrency to Heirs

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

Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference

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Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

The Taylor Report (9/28/21)

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China is a mess........big firms in the property sector defaulting on bonds, now a power shortage, cracking down (again) on crypto. I really wish china would go back to making artificial Christmas trees and cat toys and stop trying to dominate the world's financial system.

Publisher Notes For 9/28/21

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Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!

Politicizing Crypto? Oh My, Its Begun.

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Just when you think there could not possibly be anything left to politicize along comes a new entrant. Crypto. How might potential voters view legalizing crypto for payments? Would Republicans or Democrats be more inclined to accept crypto as legal tender? Where do they live? Red state? Blue sate? How would they vote? If you are contemplating running for political office you need (?) to know, right? Well let's dig in.

REAL CLEAR CRYPTO: What is Crypto and Why Does it Matter?

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Cryptocurrency has inherent key features that give enormous advantage and opportunity over regular money. It is a digital asset that utilizes computer code & blockchain technology to operate somewhat on its own.

WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.