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TheALTinvestor: Why Crowdfunding Is Having Its Moment
Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology
Top 5 VC Deals of the Week in Digital Wealth (1/18/22)
With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...
WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
REAL CLEAR CRYPTO: Why 2022 May Be The Year The Good Guys Win The...
Robert Grant, CEO of Crown Sterling, Grant describes data as the most valuable asset in the world, but today it’s an asset that renders little or no value to most of its creators.
The Week in Digital Wealth (1/18/22)
Earnings season is underway, and banks are obsessed with their chief rivals — fintechs. VCs can’t get enough of fintechs either, but in a good way as funding levels continue to rise. Meanwhile, neither cryptocurrencies nor fintech stocks have been able to win over investors so far in 2022, except for one meme coin. Amazon and Visa have found a way to coexist in the U.K.
How to Improve Data Quality with Data Best Practices
The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.
WHITEPAPER: Case Study – Driving Firm Growth with Superior Service and Streamlined Operations
Looking to enhance efficiencies, close new business, and improve client experience? So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale.
Highland Capital Brokerage Acquires Insurtech Platform Quotacy
Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm. The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.
Advisor Tech Talk: 1/11/22
This week, advisors are strengthening their lead generation capabilities, looking to fintech and holistic distribution solutions, making acquisitions and more. Meanwhile, it’s getting easier for financial institutions to access cryptocurrencies thanks to tech innovation.
WEALTHTECH INSIDER Four Ways to Upgrade Your Client Experience
To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components