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Fintech Corner (7/27/21)

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The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.

4 Tips for Improving Your Financial Advisor and Client Relationship

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Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

The Week in Digital Wealth (7/20/21)

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.

REGTECH CORNER: ComplySci’s Amy Kadomatsu on Tech-Driven Employee Compliance Software

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ComplySci’s first quarter financial performance this year represented a “high water mark” of earnings growth for the firm, which has already been generating robust expansion for the past several years.

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.

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.

Publisher Notes For 7/14/21

Friends, this week we provide coverage of some interesting offshore VC deals, a highly inspirational post on crypto and the future of America, and also review bitcoin's increasing acceptance as a form of payment, plus much more! Read up! | Cindy Taylor, Publisher

Remember When We Heard it Would Never Happen? It’s Happened.

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Bitcoin is becoming widely accepted for payment for everyday items. Remember back in the good old days (like, 3-4 years ago) when all you ever heard was Bitcoin is "cute" but it will never catch on as a means of payment. Uh, yeah. It sure didn't take long either.