Home Search
Ether - search results
If you're not happy with the results, please do another search
The Taylor Report (10/5/21)
Remember China was the big "new news" last week?.....not this week, all gone (or in remission).....with China's news banning cryptos out of the way, BITCOIN and ETH have a monster week.
Fintech Corner: Why Data-Centric Technology is Client-Centric Technology
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.
WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track
Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.
REAL CLEAR CRYPTO: Why Advisors Need Crypto Education
Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.
The Week in Digital Wealth (10/5/21)
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.
Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference
Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.
The Taylor Report (9/28/21)
China is a mess........big firms in the property sector defaulting on bonds, now a power shortage, cracking down (again) on crypto. I really wish china would go back to making artificial Christmas trees and cat toys and stop trying to dominate the world's financial system.
WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track
Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.
Top 5 VC Deals of the Week in Digital Wealth (9/28/21)
Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.
Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts
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.