Orion - search results

Greetings from Digital Wealth News™ ! Friends, today we continue Part 2...

Once upon a time, advisors measured success with benchmarks, indices, and market returns. They’re still important, and robust performance reporting and portfolio management technology will always have a place in an advisor’s arsenal. But that’s no longer enough.

Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.

This week we look at the bizarre world of NFT art, explore the latest spate of high profile Bitcoin ETF filings and chat with Alon Goren of Draper Goren Holm Ventures in our DWealth Muse podcast series, plus much more. We're also pleased to welcome our new partner Practifi and their outstanding weekly series “Fintech Corner”

This week we explore how insurtech has finally reached the institutional sector, explore what digital asset derivatives exchange is behind the naming rights of a NBA team stadium and chat with Tryone Ross, Jr. of Onramp Invest in our DWealth Muse podcast series. Check it out!

Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity. A good communications plan and a thoughtful tech stack are essential for advisors who want to preserve as many of their client relationships as possible after their leap to independence.

For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.

Greetings from Digital Wealth News™ ! Our latest exploits this past weekend...

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.