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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes For 12/3/20

Welcome to our latest edition of Digital Wealth News!  Moving into the Christmas season this week with some great new content! Check out my comments on all our posts at this link! Cindy Taylor, Publisher | Read More

News & Markets

Digital Banks Seek Fin-TikTokers and Fin-Fluencers
Billions are being spent by challenger banks to seek younger clients with new social media tools

Wealthtech & Advisory Firm deVere Group Reports High Interest Levels in Second Passports
Investors worldwide are looking to have a second safe haven outside their home countries

Purse Strings - An American Fintech For Women, By Women
CEO Barbara Provost has created an important financial education resource for women seeking female advsiors

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/2/20) 
This week's top deal included a $350M whopper and three others that topped $100M

The Bitcoin Connection to the Georgia Senate Race
Read how the digital currency is closely tied to one of the current US Senators in Georgia

Advisor Domain - Email Archiving The Broker-Dealer's First Line of Defense with Regulatory Penalties
FINRA fines are never fun, but a robust email archiving solution can help save the day for B/Ds

Fintech Luminaries - Meet Steve Ehrlich of Voyager Digital
Ehrlich is the CEO and Co-Founder of Voyager Digital LLC, a publicly traded crypto-asset broker

Thought leaders

Eric Clarke

Wealthtech Insider (12/2/20)

In previous Wealthtech Insider columns, Eric Clarke, CEO of Orion has defined three pillars of success between advisors and clients. Today, he's building the final pillar: Achieve...

Read More

Keith Gregg

The Grail With Keith Gregg (12/2/20)

This week Keith Gregg, CEO of Chalice Network, discusses this year's challenging Thanksgiving and how we all get through these times together - in families and in business

Read More

Bill Taylor

The Taylor Report (12/1/20)

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

Read More

Principals Content

Industry Press

Cindy Taylor

Publisher Notes For 12/3/20

Welcome to our latest edition of Digital Wealth News!  Moving into the Christmas season this week with some great new content! Check out my comments on all our posts at this link! Cindy Taylor, Publisher | Read More

News & Markets

Digital Banks Seek Fin-TikTokers and Fin-Fluencers
Billions are being spent by challenger banks to seek younger clients with new social media tools

Wealthtech & Advisory Firm deVere Group Reports High Interest Levels in Second Passports
Investors worldwide are looking to have a second safe haven outside their home countries

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/2/20) 
This week's top deal included a $350M whopper and three others that topped $100M

The Bitcoin Connection to the Georgia Senate Race
Read how the digital currency is closely tied to one of the current US Senators in Georgia

Advisor Domain - Email Archiving The Broker-Dealer's First Line of Defense with Regulatory Penalties
FINRA fines are never fun, but a robust email archiving solution can help save the day for B/Ds

Fintech Luminaries - Meet Steve Ehrlich of Voyager Digital
Ehrlich is the CEO and Co-Founder of Voyager Digital LLC, a publicly traded crypto-asset broker

Thought Leaders

 

Eric Clarke

Wealthtech Insider (12/2/20)

In previous Wealthtech Insider columns, Eric Clarke, CEO of Orion has defined three pillars of success between advisors and clients. Today, he's building the final pillar: Achieve...

Read More

Keith Gregg

The Grail With Keith Gregg (12/2/20)

This week Keith Gregg, CEO of Chalice Network, discusses this year's challenging Thanksgiving and how we all get through these times together - in families and in business

Read More

Bill Taylor

The Taylor Report (12/1/20)

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

Read More

Principals Content

Industry Press