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The Week in Digital Wealth (10/12/21)

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The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.

WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track

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Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.

Top 5 VC Deals of the Week in Digital Wealth (10/5/21)

Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.

WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

Advisor Tech Talk: 9/28/21

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Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.

Top 5 VC Deals of the Week in Digital Wealth (9/28/21)

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Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

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Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Publisher Notes For 9/21/21

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Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher

Top 5 VC Deals of the Week in Digital Wealth (9/21/21)

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The deal size is back thru the roof in this week's current edition. We saw a slight drop off last week, but apparently that was an anomaly due to Rosh Hashanah and the Labor Day weekend before that. This week, the deals are back in scale, and more over the $100M total than we can post here.