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Rising Focus on Employee Compliance with Cryptocurrency Trading

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Venture capital-backed employee compliance software and solutions provider, ComplySci, reported a rise in concerns among compliance professionals across the financial services sector when it comes to cryptocurrency trading activities by their employees.

Fintech Corner: How CRMs Play a Vital Role in RIA Compliance

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Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.

Publisher Notes For 8/18/21

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This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!

Publisher Notes For 8/10/21

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Greetings, Fintech Friends! This week we review the current (and lingering) demise of gold, learn about the Tezos blockchain and what it means for the future of DeFi and chat with wealthtech CEO Helen Yang of Andes Wealth Technologies plus more!

The Week in Digital Wealth (8/10/21)

With a combined market cap of $1.8 trillion, the cryptocurrency industry has gotten too big for lawmakers to ignore. But politicians are missing the forest for the trees with their hastily written legislation. Fintech startup Circle is looking to join the ranks as a digital currency bank. Meanwhile, since last week’s Square/Afterpay deal, Buy Now Pay Later startups are looking increasingly attractive. SPACs are still a trend and more. Let’s dive in! 

Publisher Notes For 8/3/21

Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!

Innovation? Winning? Yes! Need an Example?

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xactly one year ago (last August) the CEO of MicroStrategy, Michael Saylor, announced that rather than holding excess cash reserves in low (or money losing) treasuries, MicroStrategy would hold Bitcoin. Saylor came to the conclusion that Bitcoin is a true store of value and a much better use of idle cash.

REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases

DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.

Overheard at FSI OneVoice: Top Four Tech Take-Aways for Wealth Management

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At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.

Publisher Notes For 7/28/21

Greetings from Digital Wealth News™ ! This week we revisit the value of consistency in digital marketing, check up on Amazon's latest crypto antics and chat with Paul Camuto of fintech Broadridge Financial Solutions, plus more!  Another PHENOM edition! Read up!