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The Grail with Keith Gregg (1/20/21)

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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.

Important Quotes on Finance that Have Been Lost, Forgotten, Overlooked or Just Plain Ignored!

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Since we are basically still at the very beginning of 2021, with almost everyone making predictions for what may or may not happen in the coming year, it might be a good idea to look back. NOT at what happened but rather some very topical quotes and sayings that always seem to get overlooked (or ignored), BUT which have a direct and lasting importance on what's happening now. With some of these quotes, the government (and financial 'smarties') would rather you didn't remember them, but hey, they were the ones who said them.

Fintech Luminaries – Meet Michael Creadon of Inveniam

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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.

Visa Abandons Plaid Deal After Antitrust Concerns

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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

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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

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Greetings from Digital Wealth News™ ! Welcome to our latest edition of...

The Grail with Keith Gregg (1/13/21)

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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

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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)

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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.

Brilliant or “Sneaky” Bitcoin Activity?

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Just in case you haven't heard (amazing), the price of Bitcoin reached over $40,000 last week as more institutional investors have decided to gain exposure to the digital asset/currency.