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To ETF or not ETF. That Continues to be the Question.

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Here we are well past the halfway mark of 2021 and, once again, debates are popping up on when, or if, there will be a U.S. regulated Bitcoin ETF. Different time, same question. Will the SEC approve a BTC ETF? Will they not approve a BTC ETF? Or better yet, WHY won't they approve that coveted ETF? Yes, why oh why?

REAL CLEAR CRYTPO: Why Gradual Institutionalization Could Rapidly Accelerate Tokenization Of The World

According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.

Helium Network: Powering the People’s Wireless Economy

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Without a doubt, the internet has made the world a better place. By distributing near-instant access to information across the globe, virtually all industries have become more efficient.

Fintech Corner (7/20/21)

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Technology has long been a force for unity within financial services firms, but not always in a good way. Historically, companies relied on a patchwork of technology amalgamated over time, offering little in the way of data-sharing.

Top 5 VC Deals of the Week in Digital Wealth (7/21/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector. Another week - in the dead of summer - and I know this is getting aqfully redundant, but EVERY deal is over $100M USD AGAIN.
Press Release 2

Gideon Strategic Partners Affiliates With Leading Independent Broker-Dealer, Appoints Adam Gross Partner And Head...

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Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $500 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced that its financial advisors have affiliated with The Leaders Group, a leading national, independent broker-dealer located in Littleton, Colo. The transition is effective immediately.
Rusty Vanneman

WEALTHTECH INSIDER: Rusty Vanneman’s Summer Reading

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The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.

Advisor Group Advances Growth Strategy With Appointment Of Kristen Kimmell As Executive Vice President,...

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Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Top 5 VC Deals of the Week in Digital Wealth (7/14/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and this week the banking sector takes the lead on these deals. In the meantime, TechCrunch recently published a post noting Q2/21 was the hottest quarter ever for VC fundings. LOTS of cash sloshing around with all that freshly minted dollars coming off the printing presses, so we're none too surprised.

Advisor Tech Talk (7/14/21)

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Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.