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WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways

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Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity.
Press Release 4

Sarson Funds Sees Green With Launch of Cryptocurrency ESG Strategy

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Sarson Funds announced today the launch of Cryptocurrency ESG Strategy, LP, a cryptocurrency investment strategy designed for financial advisors to offer accredited investors exposure to environmental, social, and governance-focused cryptocurrencies.

Advisor Tech Talk (8/10/21)

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The dog days of summer are winding down, but the wealthtech market segment is just starting to heat up. Let’s dive in and visit news in the sector for the week of 8/10/21.

Top 5 VC Deals of the Week in Digital Wealth (8/10/21)

D, and international in scope. I honestly sometimes feel guilty limiting this list to the Top 5 VC deals, because important deals OVER $100M USD are increasingly not making the cut for this column. But that's where the fintech VC market is headed - "to infinity, and beyond".

Fintech Luminaries – Meet Helen Yang of Andes Wealth Technologies

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For our latest "Fintech Luminaries" feature, we'd like you to meet Helen Yang of Andes Wealth Technologies, the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.

The Week in Digital Wealth (8/10/21)

With a combined market cap of $1.8 trillion, the cryptocurrency industry has gotten too big for lawmakers to ignore. But politicians are missing the forest for the trees with their hastily written legislation. Fintech startup Circle is looking to join the ranks as a digital currency bank. Meanwhile, since last week’s Square/Afterpay deal, Buy Now Pay Later startups are looking increasingly attractive. SPACs are still a trend and more. Let’s dive in! 

DWealth Muse Podcast Series: Episode 24 – The Tezos Blockchain and its Quiet...

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

The Taylor Report (8/3/21)

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What's new? Not much ..... Delta variant of Covid grabbing lots of headlines ..... to shot or not to shot? ..... mask or no mask? ..... that's got center stage .....interest rates sink to over six month lows (go figure).

Publisher Notes For 8/3/21

Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!

Innovation? Winning? Yes! Need an Example?

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xactly one year ago (last August) the CEO of MicroStrategy, Michael Saylor, announced that rather than holding excess cash reserves in low (or money losing) treasuries, MicroStrategy would hold Bitcoin. Saylor came to the conclusion that Bitcoin is a true store of value and a much better use of idle cash.