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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

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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)

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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...

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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

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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)

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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!

WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time

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My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.

Advisor Tech Talk (7/21/21)

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Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.