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The Week in Digital Wealth (12/28/21)
Inflation might be in the air, but that hasn’t stopped American consumers from shopping online and at physical stores this holiday season in a rush to beat the supply chain blues. BNPL has come into its own in 2021. Mastercard and Visa both have their sights set on digital payments. Credit unions want more control over their crypto holdings. And billionaire tech entrepreneur Jack Dorsey is stirring the pot in the VC community.
REAL CLEAR CRYPTO: The New Era of Gaming
The popularity of titles such as Axie Infinity is providing the framework for how players can play and receive real life monetary value from their in-game avatars
Fintech Luminaries – Meet Nick Kim of Vestigo Ventures
For our latest Fintech Luminaries feature, we'd like you to meet rising fintech star Nick Kim of Vestigo Ventures, an early-stage venture capital firm based in Cambridge, Massachusetts, that invests in companies within the FinTech industry.
Advisor Tech Talk: 12/21/21
As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving.
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!
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.
How to Create a More Tangible Client Experience and Reduce Churn
The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.
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.