cure - search results

Though the cryptocurrency frontier was pioneered by computer science enthusiasts, the current wave of digital asset investors represent a much broader cohort

You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

With the holidays, we took a week off from this column, but we're back at the end of the year and HOLY CANNOLI - have we got some big deals to include - including a $1B Equity transaction. Just goes to show that you can't be asleep at the wheel if you're covering the fintech sector - it doesn't sleep - and the money keeps flowing in ever larger transactional amounts.

Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.

Crown Sterling, a pioneer of personal data sovereignty technologies, just announced that its Crown Sovereign (CSOV) Token is now listed on the HitBTC Exchange.

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

The past year and half has seen major changes across the digital and crypto asset space, with the launch of a number of asset management tools, including Blockchange, Inc.’s BITRIA.

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.