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Advisor Tech Talk (7/28/21)
The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.
Top 5 VC Deals of the Week in Digital Wealth (7/27/21)
This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and in the famous (non-sensical) words of Yogi Berra, "it's like deja vu all over again". ONE MORE WEEK with every deal at $100M USD+ and we even had to trim one - Employment Hero ($100M USD) - because we had 3 deals come in right at $100M and could only use two for our weekly story.
The Week in Digital Wealth (7/27/21)
Financial technology continues to attract legacy finance players. Fintech IPO roadshows have gone digital, while big banks are also riding the digital wave. The IMF wants to know if CBDCs are the solution for the unbanked population, and Elon Musk is back on the good side of bitcoin investors.
Fintech Luminaries – Meet Paul Camuto of Broadridge Financial Solutions
For our latest FINTECH LUMINARIES feature, we'd like you to meet Paul Camuto of Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.
REAL CLEAR CRYTPO: Keep Calm And HODL On – Don’t Worry So Much About...
Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.
Fintech Corner (7/27/21)
The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.
DWealth Muse Podcast Series: Episode 22 – Why Every Business, Investor and Investment...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
4 Tips for Improving Your Financial Advisor and Client Relationship
Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor.
The Taylor Report (7/20/21)
What's new? Crazy week.....flare up of Delta version of Covid.....inflation heats up.....Fed says "yeah, so?.....and bonds rally, yields fall? WTF.....stocks dive, BTC & ETH dip lower (again) and GOLD perks up (a little).
Publisher Notes For 7/21/21
Fintech Friends, this week we delve into AI & blockchain, learn life lessons from a wealthtech behavioral scientist, and visit with our friend and wealthtech influencer, the brilliant April Rudin, plus much more! A truly epic edition! Read up!