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Fintech Corner (6/9/21)

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Financial firms now have a new option to operate in a manner that is compliant by design. Practifi, a business management platform for financial advisory firms, has launched a new compliance application to create a unique, custom-built compliance dashboard within a business’s operations.

The Week in Digital Wealth (6/8/21)

Fintechs continue to grab the spotlight on a global stage as venture capital chases startups and the pipeline continues to grow for more mature companies to list in the public markets, mostly through SPACs. The pace of deals does not appear to be slowing down as fintech billionaires are minted overseas while Asia and Latin America seek to raise their profile for tech innovation. The Robinhood of Pakistan’s investment app is one of two fintech related rounds just announced. And millennials are fueling a transformation in banks to a more digitized business model. Let’s dive in.

The Taylor Report (6/1/21)

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What's New? FUD (fear, uncertainty, doubt).............Stabilization over the Memorial Day long weekend.....End of Month (May) came and now it's June....BITCOIN had one of its worst months ever dropping +/- 35%..........ETH held pretty well, only off less than 10% for all of May

FUD, Jamie Dimon and Crypto

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Blessed are the media "experts" that can be relied upon to flood the screens and pages with both bubble and doom talk at market peaks and valleys respectively. Gotta keep those viewers viewing and advertisers spending.

Fintech Corner (6/2/21)

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Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.

The Week in Digital Wealth (6/1/21)

The fintech ecosystem has expanded to include offshoots, such as insurtech and auto fintech, for example. It gives companies a unique calling card, and it seems everybody wants a slice of the fintech pie these days. You can’t blame them, given the rate at which fintechs are reaching unicorn status as Silicon Valley and Wall Street alike pile into these names. This past week was no different.

The Taylor Report (5/25/21)

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Chaos......Confusion......Uncertainty. Countries, individuals and "never Bitcoiners" have all teamed up to drive (a/k/a manipulate) BITCOIN (and cryptos in general) down and have done a good job (so far).......BITCOIN touched $30K, ETH traded under $2K and other coins sank as well...........China verbally assaulting BITCOIN miners and traders (again)

Fintech Corner (5/26/21)

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Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.

The Week in Digital Wealth (5/26/21)

If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.

Fintech Corner (5/19/21)

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Not only is providing financial advice evolving into a profession as indispensible and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology, said Adrian Johnstone, chief commercial officer at Practifi, a business management platform for financial services firms. Both medicine and law have embraced a roles-based approach to building technology stacks.