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The Taylor Report (7/13/21)

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Frustration...Malaise...Summer is here...get used to the doldrums and hit the beach/lake/bedroom and relax...BITCOIN lost 4% (week on week) and is mired in the $30K-$35K area...trading volume is drying up and the media is looking elsewhere for "action"...good!
Rusty Vanneman

WEALTHTECH INSIDER: Rusty Vanneman’s Summer Reading

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The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.

Remember When We Heard it Would Never Happen? It’s Happened.

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Bitcoin is becoming widely accepted for payment for everyday items. Remember back in the good old days (like, 3-4 years ago) when all you ever heard was Bitcoin is "cute" but it will never catch on as a means of payment. Uh, yeah. It sure didn't take long either.

Fintech Corner (7/13/21)

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The coronavirus pandemic forever changed the technology and financial industries, said Emily Wilcox, chief operating officer at Practifi, a business management platform for financial advisory firms, offering opportunities for both to seek out different ways of doing business and reaching new customers.

Top 5 VC Deals of the Week in Digital Wealth (7/14/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and this week the banking sector takes the lead on these deals. In the meantime, TechCrunch recently published a post noting Q2/21 was the hottest quarter ever for VC fundings. LOTS of cash sloshing around with all that freshly minted dollars coming off the printing presses, so we're none too surprised.

Advisor Tech Talk (7/14/21)

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Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.

Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund

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Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.

Fintech Luminaries – Meet Nedra Barr of Spyder

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we'd like you to meet Nedra Barr of Spyder, a Saas-based e-commerce solution with a proprietary set of products geared towards solutions that a Producing Rep need to run their daily business, positioned to Insurance Agents, RIA’s, and Broker/Dealer Advisors.

The Week in Digital Wealth (7/13/21)

What a difference a week can make! The SPAC deal pipeline continues to fill, while Wise tested the mettle of the LSE in a post-Brexit world and the Nasdaq provided a Shanghai surprise. One major Wall Street firm made a bullish call on a fintech consumer lending platform. Google is on the fintech prowl in Japan while the banks look on, plus traditional lenders are upping the ante to compete with their tech-savvy rivals.

REAL CLEAR CRYPTO: China, U.K. Open Door For More U.S. Crypto—If We’re Ready

The various intersecting regulatory regimes across the U.S. have often been regarded as an area of scrutiny for the financial industry, if not a nearly insurmountable burden to conducting business as efficiently and profitably as possible.