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WEALTHTECH INSIDER: Building Trust – 3 Ways to Influence Clients to Take Your Financial...
The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.
Publisher Notes For 12/15/21
A great newsletter this week with a look at NFTs and sports, Bitcoin ETFs and their performance after 2 months and a deep dive into the great intergenerational wealth transfer, plus more. Read (and listen) up!
Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity
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.
REAL CLEAR CRYPTO: ESG Reimagined
Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.
WEALTHTECH INSIDER Applying Your Financial Planning Skills and Tech for Pro Bono Work
The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.
EPISODE 42: The Explosion of Blockchain Unicorns and its Global Impact
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
EPISODE 41: How NFTs are Transforming Sports Entertainment
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
The Week in Digital Wealth (12/21/21)
BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.
The Week in Digital Wealth (12/14/21)
With inflation hovering at a 40-year high, BNPL is being looked to as the hero among consumers. One Brazilian digital bank fintech’s IPO was a hit on Wall Street. The CEO of Better.com could not have picked a worse way or time to announce layoffs. Meanwhile, Elon Musk is eyeing greener pastures.
WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions
When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.