Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill cou…
When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has…
According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency…
Keep in mind that these newly listed Bitcoin ETFs do NOT actually hold Bitcoin, but rather Bitcoin FUTURES, and specifically, futures traded on the CME (Chicago Mercanti…
The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are takin…
This week we're back with a fresh round of new Top 5 VC deals, and the funding numbers continue to exceed $100M+ and cover the globe, though most were out of the US this…
Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management…
As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clie…
How “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation
The fed still thinks (for public consumption ) that inflation is transitory and is hoping (praying) they won't need to raise interest rates. They will be forced to at so…
The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million…
Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bi…