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Publisher Notes For 4/7/21

This week we look at the bizarre world of NFT art, explore the latest spate of high profile Bitcoin ETF filings and chat with Alon Goren of Draper Goren Holm Ventures in our DWealth Muse podcast series, plus much more. We're also pleased to welcome our new partner Practifi and their outstanding weekly series “Fintech Corner”

WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways

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Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity. A good communications plan and a thoughtful tech stack are essential for advisors who want to preserve as many of their client relationships as possible after their leap to independence.

Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight

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Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.

Financial Advisor Digital Marketing in a Post-Pandemic World

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While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

When Goldman Sachs Smells Money, Take Note

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Recognizing the potential for an explosion in customer demand for bitcoin, Goldman Sachs is re-entering a sector they exited just a couple years or so ago by relaunching its cryptocurrency trading desk, thus allowing them to deal Bitcoin futures and non-deliverable forwards to clients.

The Grail with Keith Gregg (3/10/21)

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We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business.

Publisher Notes For 3/3/21

Greetings from Digital Wealth News™ ! Happy Wednesday from Beautiful Montana! ...

The Grail with Keith Gregg (3/3/21)

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We’ve all heard the expression, “Rome wasn’t built in a day.” Well, the same holds true for your business; it takes time and effort for your business to evolve and gain prominence.

OpEd: Democratized Markets Still Need Ethics, Right?

While regulators, lawyers, politicians and investors begin to sort out exactly what happened in this debacle, one thing is abundantly clear. Some people made a LOT of money with the recent GameStop trade and a lot of people LOST a lot of money

RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model

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The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.