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Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.

Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.

ComplySci’s first quarter financial performance this year represented a “high water mark” of earnings growth for the firm, which has already been generating robust expansion for the past several years.

Without a doubt, the internet has made the world a better place. By distributing near-instant access to information across the globe, virtually all industries have become more efficient.

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector. Another week - in the dead of summer - and I know this is getting aqfully redundant, but EVERY deal is over $100M USD AGAIN.

What a difference a week can make! The SPAC deal pipeline continues to fill, while Wise tested the mettle of the LSE in a post-Brexit world and the Nasdaq provided a Shanghai surprise. One major Wall Street firm made a bullish call on a fintech consumer lending platform. Google is on the fintech prowl in Japan while the banks look on, plus traditional lenders are upping the ante to compete with their tech-savvy rivals.

wiss banking giant UBS has warned its clients that regulatory crackdowns could result in making Bitcoin unsuitable for professional investors. Citing China's recent crackdown on mining, and the growing concern over crypto in the UK and US, UBS is advising clients to shy away from these risky assets.

Tokenization is a technology trend with the potential to reshape financial markets, according to John Sarson, CEO and co-founder of Sarson Funds, a cryptocurrency asset manager and information hub for financial advisors, and nowhere is that more apparent than in the world of non-fungible tokens, or NFTs.

JPMorgan is back on the fintech circuit with its second acquisition in the span of a few short weeks. Pop sensation Britney Spears and her conservatorship battle also made an appearance in this week’s roundup, while Robinhood is riding the IPO wave.