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DWealth Muse Podcast Series: Episode 14 – Crowdfunding America’s Heroes
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
The Taylor Report (5/25/21)
Chaos......Confusion......Uncertainty. Countries, individuals and "never Bitcoiners" have all teamed up to drive (a/k/a manipulate) BITCOIN (and cryptos in general) down and have done a good job (so far).......BITCOIN touched $30K, ETH traded under $2K and other coins sank as well...........China verbally assaulting BITCOIN miners and traders (again)
Publisher Notes For 5/26/21
Friends, today we have a highly entertaining post comparing the current players in bitcoin to the WWF(!), we delve into more sector VC deals with one topping out this week at $900M and queue up a new podcast for you covering the SPAC sector. Read up!
Is Your CRM Ready for Your Next Audit?
Off-the-shelf customer relationship management (CRM) solutions were not built with specific advisor compliance issues in mind. As a result, many of these systems leave stakeholders less prepared for surprise audits than they would like to be.
Fintech Corner (5/26/21)
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.
Top 5 VC Deals of the Week in Digital Wealth (5/26/21)
We're back in lofty heights this week with all five deals exceeding $100M and one deal just shy of $1B USD. How many times have I said this now-practically every week. The dollars in the VC sector going into fintech are enormous. Methinks maybe just a wee bit of inflation in there rearing it's usgly head in the sector as well - whattya think?
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.
Fintech Luminaries – Meet Niharika Shah of Clout
For the next feature in our FINTECH LUMINARIES series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers. Clout is an operating company within The TIFIN Group, a fintech platform that builds next-gen products by combining investment intelligence, data science, and technology to make investing a more powerful driver of financial wellbeing.
Professional Wrestling is So Over. Welcome to “Bitcoin Smackdown”
Bitcoin has seen quite a ride the last few weeks. Backing off the recent highs around $65K and then plunging to around $30K wiping out millions of dollars in investor holdings. Choreographed buying opportunity? Government plot to destroy crypto? Or, just a hell-of-a Smackdown playing by wrestling rules?
CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk...
CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.