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The Week in Digital Wealth (2/22/22)

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TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,

COO Spotlight: Wealth Enhancement Group’s Terri Kallsen on Aligning Strategy, Operations, Technology

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Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.
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TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through...

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LDER, CO and NEW YORK, NY / ACCESSWIRE / February 16, 2022 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced that Clout by TIFIN is partnering with Commonwealth Financial Network® and Sanctuary Wealth to provide personalized marketing to attract and engage the next generation of advisors and clients.

Advisor Tech Talk: 2/15/22

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Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.

The Week in Digital Wealth (2/15/22)

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This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.

Crypto-Curious? A Guide to Digital Asset Exposure

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Gone are the days when Bitcoin was only for basement-dwelling tech geeks. Though the cryptocurrency frontier was pioneered by such computer science enthusiasts, the new wave of digital asset investors represent a much broader cohort.

The Taylor Report (2/8/22)

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INFLATION...CPI THIS WEEK & BE PREPARED FOR A NASTY NUMBER. INFLATION IS GOING UP FASTER THAN ANYONE EXPECTS. THE FED IS NOT ONLY BEHIND THE CURVE, THEY DON'T EVEN RECOGNIZE THE CURVE.

TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment...

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TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced its WealthTech division, TIFIN Wealth, is combining several of its current capabilities to launch a new platform TIFIN Grow.

WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy

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The Financial Planning Gap The benefits of providing a financial plan to clients have...

WEALTHTECH INSIDER: After Markets’ Rough January, Orion’s Outlook Is Optimistic

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Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.