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The Week in Digital Wealth (12/7/21)

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 If it seems like fintechs have been especially active in the SPAC market this year, it’s not your imagination. Fintechs have participated in more than three-dozen blank check deals year-to-date, according to the FT Partners Q3 fintech report.

REAL CLEAR CRYPTO: When In Doubt, Zoom Out

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Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here. 

A REAL Bitcoin City, Or Just a Crypto Wannabe City?

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There seems to be a race on to see which city is the real "Crypto City", which of course means that city would be the coolest and most "cryptonized." Miami and its Mayor, Francis X. Suarez, kicked things off a while back when the city launched "MiamiCoin" and the mayor offered to take his salary in Bitcoin. Not to be outdone, New York City mayor-elect Eric Adams endorsed the NYCCoin (New York City Coin), offered to take his first three paychecks in Bitcoin AND declared “NYC is going to be the center of the cryptocurrency industry."

TheALTinvestor: How Technology Is Opening Alternatives To Everyone

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Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.

Advisor Tech Talk: 11/30/21

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RIAs are making an expansion push in the final stretch of the year.  Financial advisors shared their preferences for a digital wealth platform. And an opportunity to take a masterclass has emerged.  

The Week in Digital Wealth (11/30/21)

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Jack Dorsey is shaking things up at Twitter. Ready or not the holiday season has kicked off, and the threat of yet another COVID variant coupled with the supply chain disaster has American shoppers shifting gears. BNPL firms are enjoying the spotlight, and Mark Cuban shares how he sees crypto maturing.   

WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey

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There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.

The Week in Digital Wealth (11/16/21)

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Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

WEALTHTECH INSIDER: Orion Tax Pulse Survey – Client Expectations for Tax-Smart Advice are Underestimated...

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A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations

Wealth Management: Three Strategies to Personalize the Client Experience

Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed