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WEALTHTECH INSIDER: What the ‘Golden Circle’ Teaches Us About Financial Advice
The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”
Top 5 VC Deals of the Week in Digital Wealth (10/19/21)
This week we're back with a fresh round of new Top 5 VC deals, and the diversity of fintech in these deals continues to excite us.
Advisor Tech Talk: 10/19/21
Now that a bitcoin ETF is in the mix, the competition is already heating up. One firm has made it easier for RIAs to access bitcoin and other cryptocurrencies. And wealthtech firms are continuing their push toward automation.
Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...
Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.
Do No Harm: The First Rule When Considering New WealthTech
About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't.
Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.
REAL CLEAR CRYPTO: Two Types Of NFTs Advisors Need To Understand
While a lot of the investing world has been focused on creating strategies, infrastructure and products around trading and owning crypto, an even larger blockchain investing revolution is brewing in NFTs
The Taylor Report (10/12/21)
U.S default was averted.....for now......as "can" got got kicked down the road to December.......Halloween is coming and ......BITCOIN is in the midst of a year end rush to new BIG highs......BITCOIN popped up over 13%.
Top 5 VC Deals of the Week in Digital Wealth (10/12/21)
Friends, we have a fresh new format for you this week, as we continue to see more stratospheric investment in fintech. That said, in our past two weeks, every Top 5 VC deal has been over $200M, and this week, we saw those numbers drop somewhat. Time will tell if this foretells a future trend of lowering investment numbers in the sector.
The Week in Digital Wealth (10/12/21)
The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.