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The Week in Digital Wealth (2/28/23)
By Christopher Hamman
With key inflation numbers rising, many people wonder if the US economy will rebound as...
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
Publisher Notes For 2/21/23
Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!
REAL CLEAR CRYPTO: “Green” Bitcoins & How Crypto Can Support Environmental Sustainability
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
Top 5 VC Deals of the Week in Fintech (2/21/23)
Politics and regulation- The VC world is waiting to see how the SEC intends to regulate the industry, thanks to more...
The Week in Digital Wealth (2/21/23)
By Christopher Hamman
Happy Presidents' Day!
Gary Gensler and his team of miracle workers at the SEC seemed to...
Decentralized Diaries For The Week of 2/21/23
By Christopher Hamman
Things became pretty interesting in the decentralized space.
Paxos received more than its fair share of knocks from the US regulatory...
BACK OFFICE HEROES: Creating a Frictionless Onboading Experience
Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.
Commonwealth’s Record-Breaking 2022 Saw Year-Over-Year New Assets Nearly Double
How good of a year was 2022 at Commonwealth? One for the record books.
Last year, the Commonwealth Financial Network® posted the highest recruiting results...