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Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity

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The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

REAL CLEAR CRYPTO: ESG Reimagined

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Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.
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Popcorn, Humanitarian-Focused DeFi Platform, Raises $5.8M in Token Launch Auction; $11.2M Raised Total

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()BOSTON, MA) Popcorn, a decentralized finance (DeFi) platform that leverages DeFi yield generation strategies to simultaneously create positive social impact, has successfully completed their Token Launch Auction (TLA), raising $5.8 million USD. In total, Popcorn has raised $11.2 million in their fundraising efforts and has the crypto community hopeful for Popcorn’s leadership to pioneer social benefit through DeFi.

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. 

REAL CLEAR CRYPTO: How Dogecoin Could Become The Peoples’ Money

According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

Financial Advisor Client Retention: Getting the Best Results

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As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.

Publisher Notes For 11/2/21

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Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!

New Book, DEEP CRYPTO, Demystifies The New Frontier of Finance

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A day after the first Bitcoin ETF hit Wall Street, the founders of cryptocurrency education and investment firm Sarson Funds, announced the launch of their new book, DEEP CRYPTO.

Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...

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Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

Sarson Funds’ Crypto-ESG White Paper Shows Crypto Works to Build a More Sustainable Financial...

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Today, Sarson Funds released its "Crypto ESG White Paper," an overview and guide to the intersection of Cryptocurrencies and ESG investing. Otherwise known as Responsible Investing, ESG advocates for environmental, social, and governance-focused corporate efforts, and is determined to build a better world through financial allocation.