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Advisor Tech Talk (5/10/22)

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By Christopher Robbins Look. Out. Below. If you own stocks, bonds or...

Publisher Notes For 5/3/22

Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS.  We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as we put this newsletter together as well.  Yet in the end, the smart people adjust their game and transcend the chaos - in business and life. And we're here to help you navigate through it all. READ UP!

Advisor Tech Talk (5/3/22)

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Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

The Week in Digital Wealth (4/19/22)

By Gregory Bilecki TWIDW 4/19/22: Fed News & Market Impacts, Binance launches its first customer...

REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

The Week in Digital Wealth (12/21/21)

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BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.

The Week in Digital Wealth (10/5/21)

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An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.

The Week in Digital Wealth (9/21/21)

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Financial institutions continue to target fintechs on their radar, but one global investment bank is getting the wrong kind of attention for its upcoming deal. Companies are trying to differentiate themselves in the buy now pay later pool. The deal pipeline is filling with M&A, SPACs and IPOs, and crypto trading is all the rage. 

Wealthtech Marketplace for Advisors

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The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

The Grail with Keith Gregg (3/17/21)

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As humans, we don’t like change very much. Some acknowledge change but resist it as much as possible. Others live in denial, convinced they’re keeping up with the times, while they slip into obscurity or become antiquated. But small and mid-size business owners can’t afford to do either; they must embrace change to be successful.