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Fintech Corner: RIAs Stay Nimble in the Face of Cyber and COVID Headwinds

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Practifi's Adrian Johnstone recently joined the DWealth Muse podcast to discuss the role of CRMs in RIAs, cybersecurity for advisors and how COVID has impacted the relationship between advisors and tech.

Top 5 VC Deals of the Week in Digital Wealth (8/24/21)

This week we have some really interesting and diverse deals to review in our Top 5 VC Deals in Digital Wealth column - across multiple sectors and on 3 continents. And even though it's the dead of summer (though in Montana we're already moving straight into fall), there is still some big money moving around in the VC sector for fintech and digital wealth.

Man’s Best… Crypto? How Dogecoin Could Become The Peoples’ Money

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According to the American Kennel Club, the Shiba Inu is an ancient breed of dog “…named after its history as a hunter in the rugged mountains of Japan.” In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

Rising Focus on Employee Compliance with Cryptocurrency Trading

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Venture capital-backed employee compliance software and solutions provider, ComplySci, reported a rise in concerns among compliance professionals across the financial services sector when it comes to cryptocurrency trading activities by their employees.

RegTech Stakes Rise as FINRA Intensifies Options Trading Scrutiny

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In June, Gary Gensler, Chairman of the Securities & Exchange Commission (SEC), discussed his heightened interest in oversight of options trading, an activity that has continued to increase across the financial markets over the past 16 months in particular.

The Week in Digital Wealth (8/25/21)

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Activist hedge funds have fintech companies on their radar now that the space is making waves. Even though the summer is winding down, legacy banks are feeling the heat as the pipeline for fintech M&A and IPOs continues to grow. Coinbase is going across the pond on crypto. Google Pay is suffering some defections, Austin is a hotbed for tech talent and remote work is all the rage.

Orion Offers Free Financial Planning Tech For All Advisors With Pro Bono Clients

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To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial planning tool for advisors, free of charge to all advisors serving pro bono clients, regardless of whether they use Orion’s comprehensive wealthtech platform.
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Bitcoin.com Announces September Exchange Listing of Crown Sovereign Quantum-Resistant Cryptocurrency

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This morning, Bitcoin.com announced that it will be listing a quantum-resistant cryptocurrency, the Crown Sovereign, on the Bitcoin.com Exchange in late September. Protected with a next-generation approach to One-Time Pad encryption, the Crown Sovereign ensures the timeless protection and value of users’ sensitive data, even alongside the emergence of quantum technology.

Fintech Corner: How CRMs Play a Vital Role in RIA Compliance

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Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.

The Taylor Report (8/17/21)

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What's new? Other than Afghanistan.....not much.....August is traditionally slow and the last two weeks before the end of summer is even slower.....BITCOIN seems "comfy" around $46K.