PUBLISHER NOTES FOR 11/11/20

Welcome to our latest edition of Digital Wealth News, covering this week's fintech news, thought leadership, VC deals and more, and what a week it's been!  Cindy Taylor, Publisher | Read More

News & Markets

When is a Bank Not a Bank?
Will traditional banks be competing with central banks in the state-backed digital currency future

ESG Investing and the New Fintechs Evaluating Sector Players
Confusion on what is truly ESG still weighs down sector but new players enter with high level scoring & analysis

Is Warren Buffet Being Left Behind?
Several high profile investors have recently embraced bitcoin while Buffett continues to drag his feet on the asset

Top 5 VC Deals of the Week in the Digital Wealth Sector (11/11/20)
VC slowed a bit this past week but we saw an interesting new play in parking lot monetization

Adviser Domain - "Adviser Anywhere" is Here to Stay. Is Your Tech Vulnerable?
Author Garrett Baldwin reminds that advisers should conduct a full assessment of their tech & understand their vulnerabilities ASAP

Fintech Luminaries - Meet Brian Cramer of Smarsh & Tim Estes of Digital Reasoning
Cramer & Estes discuss why wealth management firms & global banks should combine content capture & archiving of digital communications with AI & ML technology

Thought leaders

Wealthtech Insider (11/11/20)

Kelly Waltrich, CMO of Orion, continues the conversation with Orion subject matter expert Dr. Daniel Crosby in the second installment of their Q&A on financial planning and behavioral finance…

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The Grail With Keith Gregg (11/11/20)

This week Keith Gregg, CEO of Chalice Network, discusses two debilitating dilemmas for advisors and SMBs and how to solve…

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The Taylor Report (11/10/20)

Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all…

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PRINCIPALS CONTENT

• Chalice Network Announces Strategic Alliance and Founder Sponsorship with Digital Wealth News
• Financial Advisors Increasing With Younger Generations
• WHITEPAPER: Seven Relationship Skills That Will Impress High-Net-Worth Investors
• Dealmaking Trifecta: Opportunity, Networking and the Wisdom of Big Data

Industry Press

• Smarsh Acquires Digital Reasoning, Combining Global Leadership In Artificial Intelligence And Machine Learning With Market Leading Electronic Communications Archiving And Supervision
• TOM Group to Invest in ESG technology platform MioTech
• Exxe Group Issues Bitcoin Exchange Corporate Updates
• Voyager Digital Announces Assets Under Management Have Grown 20X YTD, Surpassing $100MM
• Skience Hires Experienced Leaders to Meet the Digital Transformation Imperative