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FUD, Jamie Dimon and Crypto
Blessed are the media "experts" that can be relied upon to flood the screens and pages with both bubble and doom talk at market peaks and valleys respectively. Gotta keep those viewers viewing and advertisers spending.
Top 5 VC Deals of the Week in Digital Wealth (6/2/21)
We're back again with a fresh new round of top 5 VC deals for the week in the digital wealth sector. This is going to sound redundant. Not one deal is under $100M, and we actually had to omit British firm Paysend from this list, who also had a deal close at $125M this week - because - we would then be at 6 deals for our "Top 5 Deals" post.
Making a Market*r: Orion’s Brand New Marketing Solution Is Here
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.
Advisor Tech Talk (6/2/21)
AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.
Fintech Corner (6/2/21)
Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.
WEALTHTECH INSIDER: If You Build It, They Will Come: Wealthtech to Find (and Keep)...
Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.
REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto
When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."
eBook: Under the Hood of Compliance Audits
he best way to prepare is to know what to expect and to provide your employees with the right tools and technology that streamline and automate compliance tasks.
The Week in Digital Wealth (6/1/21)
The fintech ecosystem has expanded to include offshoots, such as insurtech and auto fintech, for example. It gives companies a unique calling card, and it seems everybody wants a slice of the fintech pie these days. You can’t blame them, given the rate at which fintechs are reaching unicorn status as Silicon Valley and Wall Street alike pile into these names. This past week was no different.
Fintech Luminaries – Meet Lou Camacho of Stratos Wealth Holdings
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 mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.