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This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...

I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

Friends, every week now it seems things are moving to the forefront in fintech on so many fronts.  This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets.  In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties.  To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow.  READ UP!

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...