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UBS Says Bitcoin May Be Unsuitable For Professional Investors

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wiss banking giant UBS has warned its clients that regulatory crackdowns could result in making Bitcoin unsuitable for professional investors. Citing China's recent crackdown on mining, and the growing concern over crypto in the UK and US, UBS is advising clients to shy away from these risky assets.

REAL CLEAR CRYPTO: NFTs Aren’t Another Fad, They’re A Revolution

Tokenization is a technology trend with the potential to reshape financial markets, according to John Sarson, CEO and co-founder of Sarson Funds, a cryptocurrency asset manager and information hub for financial advisors, and nowhere is that more apparent than in the world of non-fungible tokens, or NFTs.

Top 5 VC Deals in Digital Wealth Thus Far in 2021

As I reviewed our columns going back to the first of the year, it was abundantly evident that the deal sizes have ratcheted up as the year has progressed. I'll also admit, it felt weird to leave out deals in the $500M - $600M range. But those did not make the list, incredibly.
Mustapha Baasiri

WEALTHTECH INSIDER: Four Ways To Upgrade Your Client Experience

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It takes more than a client portal and growing investor assets to keep a client’s attention and attract new business. To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components.

The Week in Digital Wealth (7/6/21)

JPMorgan is back on the fintech circuit with its second acquisition in the span of a few short weeks. Pop sensation Britney Spears and her conservatorship battle also made an appearance in this week’s roundup, while Robinhood is riding the IPO wave.

Fintech Corner (7/6/21)

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Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

Advisor Tech Talk (7/7/21)

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There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

DWealth Muse Podcast Series: Episode 19 – The Declaration of Financial Independence

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

Fintech Luminaries – Meet Eugene Kim of MNFT

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For our latest Fintech Luminaries feature, we'd like you to meet Eugene Kim of MNFT, a NFT marketplace solution for creators, brands and agencies that allows them to create and operate their own NFT exchange.

4 Ways Practifi is Compliant By Design

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Forward-thinking financial advisory firms face an increasing number of challenges. In addition to fee compression, strong market competition, shrinking margins and increasing cyberattacks, firms also have to navigate and comply with country-specific regulations.