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Publisher Notes For 3/1/22

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher

Advisor Tech Talk (3/1/22)

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This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.

Top 5 VC Deals of the Week in Digital Wealth (3/1/22)

This week we have some interesting new trends in digital wealth venture capital, and really every week is...

The Week in Digital Wealth (3/1/22)

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Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts on the heels of officially legalizing the trade of crypto in the country this week.

REAL CLEAR CRYPTO: Stablecoins – To Peg or Not to Peg

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Stablecoins are an increasingly popular way for people who are looking to get into cryptocurrencies. They are a type of cryptocurrency that have their value pegged to another asset.

MARKET DISRUPTION: The “Instividual,” Individual and The Institutional

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On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as “the red headed step-child.” One may dislike the saying, but nonetheless that’s what retail flow was coined back in the day.

Bitcoin vs Gold. Here we go again.

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This Bitcoin vs Gold debate seems like an age-old argument but in reality it’s only a few years old. Of course, gold has been around 5,000 years and bitcoin only a little over 12 years so it’s not a really fair (certainly not to gold) comparison.

DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms

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Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.

WEALTHTECH INSIDER: Orion Focusing on Helping Advisors Address The ‘Investor Problem’

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Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.
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REAL CLEAR CRYPTO: When It Comes To Investing In Crypto, Advisors Might Want To...

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Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.