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Fintech Corner: Why Data-Centric Technology is Client-Centric Technology

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What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.

Advisor Tech Talk: 10/5/21

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The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

Top 5 VC Deals of the Week in Digital Wealth (10/5/21)

Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.

The Week in Digital Wealth (10/5/21)

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An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.

Publisher Notes For 9/28/21

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Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

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Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

The Week in Digital Wealth (9/28/21)

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Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust. 

REAL CLEAR CRYPTO: Why Blockchain Might Save the World

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Imagine creating a valuable product, which is then taken from you & monetized without your consent. This happens to Americans every day, said Robert Grant, Chmn and CEO of Crown Sterling Ltd.

Advisor Tech Talk: 9/21/21

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Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches. 

Top 5 VC Deals of the Week in Digital Wealth (9/21/21)

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The deal size is back thru the roof in this week's current edition. We saw a slight drop off last week, but apparently that was an anomaly due to Rosh Hashanah and the Labor Day weekend before that. This week, the deals are back in scale, and more over the $100M total than we can post here.