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The Week in Digital Wealth (9/20/22)
By Christopher Robbins
It was a wild week in financial markets, and a wild week in digital wealth....
The Week in Digital Wealth (9/13/22)
By Christopher Robbins
What a week it was in digital wealth!
In Wealthtech and Investments, Shaping Wealth is offering...
Publisher Notes For 9/7/22
Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives. In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!
Publisher Notes For 8/31/22
Friends, Labor Day is nearly here - where did the summer go? While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!
Advisor Tech Talk (8/30/22)
By Christopher Robbins
Do we focus too much on the little guy?
I know that early on in my tenure writing about financial...
Publisher Notes For 8/24/22
Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!
Leap Provides Tech-Enabled Video Education Series at No Cost for Potential Home Buyers
Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...
Fintech Corner: Learning And Development Has Become Essential To Fintech Success
Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.
Top 5 VC Deals of the Week in Digital Wealth (8/10/22)
This will be a short but sweet fintech funding VC overview today, as we've had a lot...
REAL CLEAR CRYPTO: Non-Profits and Blockchain-How Charities Can Benefit
The nonprofit industry is evolving. Blockchain technology, philanthropic tokens, NFTs, and the blockchain community can provide benefits to help the nonprofits keep up.