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The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1
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.
LifeRaft Launches to Build a Reliable Health Expense Safety Net Designed for Real Life
LifeRaft, a new insuretech company that makes simple, flexible and cost-effective supplemental health insurance products, came out of stealth mode today and launched its platform to offer people supplemental health options and solutions designed for real life. LifeRaft is building products that sit alongside a subscriber’s traditional health plan to help policy holders see the doctors they need, access the most appropriate treatments and make medical care more affordable.
Top 5 VC Deals of the Week in the Digital Wealth Sector (12/23/20)
The year is finishing out strong. Now there's a statement you don't often hear when referring to 2020, but the fintech venture capital is still flowing and there were some large deals penned this past week. Three of the top 5 were out of the US, with Paxos - a major crypto trading platform taking the top funding slot, followed closely by OscarHealth, an insurtech focused on health insurance offerings.
The Grail with Keith Gregg (12/23/20)
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.
Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners
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.
The Taylor Report (12/15/20)
Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all
Publisher Notes For 12/16/20
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
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.
Should I Stay or Should I Go? Easy. Going!
That title from a classic rock song from the Clash (Combat Rock album....1981) pretty much says it all during this nationwide epic migration.
WEALTHTECH INSIDER: Laser-Targeted Prospecting Tech Is Here – How Can It Help Advisors?
By Eric Clarke
It has been clear since March that our industry needs to change how we deliver...