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Publisher Notes For 10/5/21

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Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.

The Week in Digital Wealth (10/5/21)

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An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.

Publisher Notes For 9/28/21

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Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!

WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

Top 5 VC Deals of the Week in Digital Wealth (9/28/21)

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Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.

REAL CLEAR CRYPTO: Why Blockchain Might Save the World

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Imagine creating a valuable product, which is then taken from you & monetized without your consent. This happens to Americans every day, said Robert Grant, Chmn and CEO of Crown Sterling Ltd.

Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management

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Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.

WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests

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It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might have dismissed as “soft skills.”

Bitcoin: 1 Country Down, 194 to Go

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Did you know (I sure didn't) that there are 195 countries in the world? Did you know (I did) that only one so far has made Bitcoin legal tender? That country is El Salvador down in Central America. And sure, as dominoes fall there will be many more following El Salvador's lead.

Help! What Kind of Cybersecurity Investments Should I Make for Next Year?

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If there was ever a time for wealth management firms to build additional resources into their upcoming annual cybersecurity budgets, it’s now.

Cyber-attacks generally continue to rise as hackers from around the world grow bolder and more sophisticated, and though it has been a common tactic for years, ransomware seems to be having a moment in recent months.