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Advisor Tech Talk: 9/28/21

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Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.

Top 5 VC Deals of the Week in Digital Wealth (9/28/21)

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Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.

The Week in Digital Wealth (9/28/21)

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Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust. 

News Flash: The Fintech Angle to the Facebook Outage

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s I write this on October 4th, and we're all watching the complete blackout of all Facebook-related sites, many people may not realize that the firm is a huge player in the payments space, and that is currently offline as well.

Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing

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

REAL CLEAR CRYPTO: Why Blockchain Might Save the World

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Imagine creating a valuable product, which is then taken from you & monetized without your consent. This happens to Americans every day, said Robert Grant, Chmn and CEO of Crown Sterling Ltd.

The Taylor Report (9/21/21)

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CHINA.....Evergrande.....fear of contagion.....enough "new for you?".....looks like China is undergoing a total new direction.....socialism is the new "in"......good/bad?......in the meantime, selling everything is in vogue.

Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management

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Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.
Press Release 5

Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM

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Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021 Industry Award for CRM in the category of Technology Providers.

Publisher Notes For 9/21/21

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Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher