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With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

For many modern advisory teams, staying on top of daily to-do lists, communicating with clients and collaborating with team members can be difficult. This is made even more challenging with hybrid (or fully-remote) work setups, commuting and traveling or attending conferences and events. 

It's that time of year, friends, when we look to the best and brightest across the many sectors of financial technology and digital wealth to share their prognostications for what the New Year may hold in 2022.

Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow.

The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

Inflation might be in the air, but that hasn’t stopped American consumers from shopping online and at physical stores this holiday season in a rush to beat the supply chain blues. BNPL has come into its own in 2021.  Mastercard and Visa both have their sights set on digital payments. Credit unions want more control over their crypto holdings. And billionaire tech entrepreneur Jack Dorsey is stirring the pot in the VC community. 

The popularity of titles such as Axie Infinity is providing the framework for how players can play and receive real life monetary value from their in-game avatars

As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

The financial services industry can’t afford to ignore the digital revolution any longer. If advisory firms had any lingering doubt about digital transformation’s importance, the COVID-19 pandemic swept it all away.

The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.