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Fintech Luminaries – Meet Lou Camacho of Stratos Wealth Holdings

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.

Sarson Funds and QUBIC Labs Partner to Make Quincy the Bedrock of Boston Area...

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Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub

Top 5 VC Deals of the Week in Digital Wealth (5/26/21)

We're back in lofty heights this week with all five deals exceeding $100M and one deal just shy of $1B USD. How many times have I said this now-practically every week. The dollars in the VC sector going into fintech are enormous. Methinks maybe just a wee bit of inflation in there rearing it's usgly head in the sector as well - whattya think?

WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests

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More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.

Professional Wrestling is So Over. Welcome to “Bitcoin Smackdown”

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Bitcoin has seen quite a ride the last few weeks. Backing off the recent highs around $65K and then plunging to around $30K wiping out millions of dollars in investor holdings. Choreographed buying opportunity? Government plot to destroy crypto? Or, just a hell-of-a Smackdown playing by wrestling rules?

SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth...

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SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.

Top 5 VC Deals of the Week in Digital Wealth (5/19/21)

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.

This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!

Future Crypto Regulations Take Center Stage in Wealth Management

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Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

Practifi Named ‘High Performer’ in G2’s Spring 2021 Reports

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We’re proud to announce Practifi has won the Best Meets Requirements and High Performer badges in G2’s 2021 Spring Grid® Report for the Financial Services CRM category! This report acknowledges the top-rated solutions in the industry, as chosen by the source that matters the most: our clients.

“Scarce Source of Value.” Finally, a Brilliant Definition.

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Almost anyone can read that headline and immediately know what it refers to; BITCOIN. That definition of Bitcoin is extremely significant because it comes from the newly appointed Chairman of the Securities and Exchange Commission, Gary Gensler. Finally, at long last, there is clarity as to how a US regulatory body views Bitcoin along with other cryptocurrencies. Significantly, Bitcoin is separated from other cryptos and considered a 'stand alone' asset.