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Publisher Notes For 11/9/21
Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm several sectors of the market, including blockchain innovation, and report on the latest Initial Public Offering in the fintech sector plus more. READ UP!!
REAL CLEAR CRYPTO: How Dogecoin Could Become The Peoples’ Money
According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.
The Week in Digital Wealth (11/9/21)
Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping.
CE WEBINAR: Preparing Financial Advisory Firms for the Great Generational Wealth Transfer
The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million U.S. households will transfer more than $68 trillion over the next 25 years.
Advisor Tech Talk: 11/2/21
Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.
Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform
CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
Blockchange Integrates BITRIA TAMP with Morningstar’s ByAllAccounts
Blockchange, Inc., a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.
ComplySci Acquires NRS to Meet Venture Capital, Private Equity RegTech Needs
Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.
The Week in Digital Wealth (11/2/21)
Facebook is now Meta. Fiserv is doing its part to bolster crypto mainstream adoption among consumers and merchants. Fintechs are coming to America for their IPOs. Mark Cuban’s NBA team is going further down the bitcoin rabbit hole, and Visa is in the hot seat with regulators.