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Technology’s Evolving Role in Financial Advisor Transitions
As the recruiting wars among independent wealth management firms continue to heat up, Digital Wealth News caught up with Jeff Nash, Founder and CEO of BridgeMark Strategies, to discuss the evolving role of technology in financial advisor transitions from one firm to the other.
The Grail with Keith Gregg (1/20/21)
Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.
Fintech Luminaries – Meet Michael Creadon of Inveniam
For the next feature in this series, we’d like you to meet Michael Creadon, Managing Director of Inveniam, a software-as-a-service company that uses data and blockchain to derive third-party marks on private assets like commercial real estate, private equity and private credit.
Top 5 VC Deals of the Week in the Digital Wealth Sector (1/20/21)
This week, we had some MAMMOTH deals in VC in the fintech sector, with three of the five based in the US, and the other two in London and Vietnam. Also, this week saw some VERY big funding rounds. If this is indicative of what 2021 holds in the fintech VC arena, now that we are officially back at work post-holiday season, we're in for some whopper deals. I wouldn't be surprised if we something at $1B or more at this point.
Visa Abandons Plaid Deal After Antitrust Concerns
The $5.3 billion deal between Visa and Plaid collapsed due to a government antitrust lawsuit. The U.S. Justice Department called Visa a "monopolist in online debit transactions."
WEALTHTECH INSIDER: Investment Management Is A Catalyst, Not A Commodity
With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey:
Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...
Publisher Notes For 1/13/20
Greetings from Digital Wealth News™ !
Welcome to our latest edition of...
The Grail with Keith Gregg (1/13/21)
Treat your business like it’s your baby. I’m sure you’ve heard this saying before: give your business the love, attention and care it needs to survive and thrive. While this metaphor typically relates to aspects of managing and investing in your business, consider it through a more profound lens — protecting your business.
Fintech Luminaries – Meet Sanjeev Kumar of Skience
For this installment of the Fintech Luminaries series, we'd like you to meet Sanjeev Kumar, CEO and Co-Founder of Skience, a Herndon, Va.-based provider of digital workflow solutions and consulting services. The company enables financial services and wealth management firms to transform their core business operations and reach new levels of integration and efficiency, while unlocking new growth opportunities.
The Taylor Report (1/12/21)
Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.