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Fintech Luminaries – Meet Ryan George of Docupace
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
DWealth Muse Podcast Series: Episode 18 – Dispelling False Bitcoin Narratives
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Top 5 VC Deals of the Week in Digital Wealth (6/30/21)
This week, 3 of the top 5 deals were international - out of South Korea, Holland and China;
The Chinese deal received funding from a Canadian teacher's pension fund - we thought that was interesting and rather unusual;
In America, the two firms who made our list this week were in auto finance and wealthtech - two strong areas of financing in our country.
How Technology Helps Firms Thrive, Not Just Survive
For financial advice firms, continued growth is always the name of the game. But how each firm goes about expanding its business depends on its size and client base. Whatever your firm’s goals, ensuring that you are using proper, modern technology is essential to meeting them.
The Week in Digital Wealth (6/29/21)
The deal pipeline is filling in the fintech space, chief of which includes Visa flexing its muscle in Europe’s open banking industry. Kids are gaining access to financial apps sooner than later, thanks to one UK-based challenger bank. In addition, a couple of German fintech startups are looking to gain a foothold in the US market while the IPO pipeline keeps growing. Andreessen Horowitz has made a key hire and is doubling down on crypto despite a murky regulatory environment.
The Taylor Report (6/22/21)
What's new? CHINA......first its Elon Musk and then here comes China.........China stomps its big foot and basically shuts down BITCOIN mining in China causing BITCOIN to plunge (down 25% week on week).........Panic hits the crypto market, BITCOIN trades under $30K.........ETH drops under $2,000 (off 30%+ week on week)
Publisher Notes For 6/23/21
Greetings from Digital Wealth News™! Friends, another week of big news on the digital wealth front with a look at how tokenization is revolutionizing traditional financial markets, more top VC deals coming from offshore and a deep dive into the current state of China's central bank. Read up!
WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions
It’s important advisors learn to give advice and even comfort in a way that is consistent with research around “stickiness.” What follows is a four-part process, developed at the Orion Center for Outcomes, around giving clients advice in a way that influences behavior change.
Panic At Central Banks Over Bitcoin – China’s, To Be Precise
Bitcoin has become a real threat to global central banks' monetary control. After years of warily watching and trying a variety of threats and initiatives to discredit Bitcoin, the gloves are coming off. Panic at the highest level.
Fintech Corner (6/23/21)
Most advisory firms want to scale, but not all of them can. One of the biggest obstacles to scaling is not having the right technology in place, said Adrian Johnstone, Chief Commercial Officer at Practifi, a business management platform for financial services firms.