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Rusty Vanneman

WEALTHTECH INSIDER: Will Model Portfolios Hurt Your Business? Deconstructing the Arguments

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In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

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

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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.

Advisor Tech Talk (6/23/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

Publisher Notes For 6/16/21

Friends, another week of big news on the digital wealth front with word of a new investment in a Brazilian fintech from the Oracle of Omaha, a security token offering making our top 5 VC deals list and a deeper look into the paradigm-shattering bitcoin news out of El Salvador plus so much more. Read up!

Publisher Notes For 6/9/21

Friends, today our newsletter is packed with SO MUCH great content, including venture deals that ALL exceed $300M USD in one week, a LOL read from Bill Taylor in the Taylor Report and a new podcast delving into the NFT craze, plus much more! Read up!

Advisor Tech Talk (6/9/21)

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The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

Publisher Notes For 6/2/21

Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!

WEALTHTECH INSIDER: If You Build It, They Will Come: Wealthtech to Find (and Keep)...

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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.

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!