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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.

The Taylor Report (7/6/21)

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The year's 3rd quarter has begun..........summer is well under way (except Australia...happy winter).........and markets are really slowing down...........BITCOIN has stabilized around $35K or a touch under........

Publisher Notes For 7/7/21

Fintech Friends, we hope you and your enjoyed an EPIC 4th of July weekend here in the US! We have SO MUCH great new content this week including an important new podcast exploring DeFi and the rights to life, liberty and the pursuit of happiness - true American ideals in honor of our nation's birthday. Read up!

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.