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The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1

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We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.

The Grail with Keith Gregg (12/23/20)

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Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.
Larry Roth

Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners

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For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.

OpEd: The Renewal of PPP Is a Shot in the Arm for Small Business...

The passage of the proposed Economic Stimulus bill by Congress is a metaphorical shot in the arm for small business owners who have suffered disproportionately during the COVID pandemic. It includes the renewal of the Paycheck Protection Program lending, which gave a lifeline to millions of small businesses nationwide until the program expired on Aug. 8.

The Taylor Report (12/15/20)

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Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all
zCindy-New

Publisher Notes For 12/16/20

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Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.

Fintech Luminaries – Meet Conor Delaney of Good Life Companies

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Conor Delaney, CEO of Good Life Companies (www.goodlifeco.com), who runs one of the largest and fastest-growing independent hybrid Registered Investment Adviser (RIA) firms and Super-OSJ groups affiliated with LPL Financial.

Designing First-Class Digital Experiences in a Post-Pandemic World

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Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.

Should I Stay or Should I Go? Easy. Going!

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That title from a classic rock song from the Clash (Combat Rock album....1981) pretty much says it all during this nationwide epic migration.
Press Release 3

After Backing Companies Worth More Than $6 Billion With Initial Fund, Ross Fubini’s XYZ...

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XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.