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Advisor Tech Talk: 2/22/22

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As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

The Week in Digital Wealth (2/22/22)

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TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,

Fintech Luminaries – Meet Kelly Waltrich of Intention.ly

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine. 

Publisher Notes For 2/16/22

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This week we dive deeper into NFT investing, revisit the BTC vs GOLD argument yet again (because it's back in the lexicon yet again), and review how geopolitical politics are affecting crypto prices and more. Read up!

Fintech Luminaries – Meet Aaron Schumm of Vestwell

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.

The Week in Digital Wealth (2/15/22)

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This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.

Fintech Luminaries – Meet Reema Tandon of Yoonify

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For our latest Fintech Luminaries feature, we'd like you to meet Reema Tandon of Yoonify, a platform that connects investors and real estate developers in a marketplace that turns multi-family, income-generating properties into liquid assets for both investors and developers.

Fintech Luminaries – Meet Sabrina Bailey of Refinitiv, an LSEG business

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For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

The Week in Digital Wealth (2/9/22)

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This week, Digital Wealth News is pleased to introduce a new writer for "The Week in Digital Wealth" - Greg Bilecki. We've found Greg to be a talented writer on other projects and we're thrilled to have him take over this column for us, with his unique perspective on all things fintech and digital wealth the world over. Welcome Greg!

WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy

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The Financial Planning Gap The benefits of providing a financial plan to clients have...