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Taking a Leap: A Tech-Driven Liquidity Solution for Homeowners
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...
Top 5 VC Deals of the Week in Digital Wealth (5/18/22)
Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...
TheALTinvestor: A Fintech That Eats Its Own Fundraising Cooking
CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.
REAL CLEAR CRYPTO: A 99-Year-Old Company Steps Into The New ‘Phygital’ World, Part 1
Wendell August Forges is in the business of crafting metal gift ware and collectibles, but the company is joining the NFT world - one of the first real-world collectible companies to move aggressively into NFTs.
The Week in Digital Wealth (5/10/22)
By Gregory Bilecki
TWIDW 5/9/22: Fed News & Market Impacts, SEC adds staff responsible for...
Advisor Tech Talk (5/10/22)
By Christopher Robbins
Look. Out. Below.
If you own stocks, bonds or...
Five Ways the Orion Client Portal Will Transform Your Client Relationships
At Orion, everything we do is designed to further our mission: to power the advisor-client journey with a tech-enabled fiduciary process that enables advisors to: * Seamlessly attract new clients * Connect planning goals to investment strategies * Help investors...
REAL CLEAR CRYPTO: The Future of Crypto, Part 2
Today, there is an ongoing scramble among global powers to understand cryptocurrencies and use them—and their underlying blockchain and distributed ledger technologies—for their own benefit.
The Week in Digital Wealth (4/26/22)
By Gregory Bilecki
TWIDW 4/26/22: Fed News & Market Impacts, Musk buys Twitter and Stripe...
WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up