Publisher Notes for 1.20.21

Welcome to our latest edition of Digital Wealth News!  We have SUCH an interesting line up of content today, from incriminating quotes to wealthtech tools to $500M VC deals and more!  Check it out! | Cindy Taylor, Publisher 

News & Markets

Important Quotes on Finance that Have Been Lost, Forgotten, Overlooked or Just Plain Ignored
This fun and informative piece takes a look back at some telling quotes from Jamie Dimon, Paul Volker, Lloyd Blankfein and more

Is Gold SO Last Millennium?
A thought-provoking look at how gold markets have diminished as an investment vehicle while Bitcoin and other digital currencies have soared

Visa Abandons Plaid Deal After Antitrust Concerns
The USDOJ claimed this deal would “eliminate a nascent competitive threat” and in the end, Visa caved and abandoned their plan to acquire Plaid

Top 5 VC Deals of the Week in the Digital Wealth Sector (1.20.21)
A big week in fintech VC with one deal over $500M, and 3 more over $300M plus a Series G, all pointing to a huge year underway in fintech VC

Technology's Evolving Role in Financial Advisor Transitions
Technology-related frustrations often contribute to a financial advisor's decision to switch to a different broker-dealer or RIA

Fintech Luminaries - Meet Michael Creadon of Inveniam
Creadon shares insights into the future of collecting better data on illiquid assets and verifying those transactions on the blockchain

Thought leaders

Wealthtech Insider (1.20.21)

In this week's column for the Wealthtech Insider series, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, explores five reasons why planning goals fail, and how to pivot those outcomes one at a time

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The Grail With Keith Gregg (1.20.21)

In the latest installment of The Grail, Keith Gregg focuses on the art of successfully monetizing your business, and the steps it takes to accomplish that goal

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The Taylor Report (1.20.21)

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

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Principals Content

• Miss this All-Star Webinar "The Digital Age Advisor: How to Diversify and Prepare in 2021"? Click to watch recording here
• WEBINAR: How to Adapt Your Marketing to Thrive No Matter What 2021 Throws Your Way
• WHITEPAPER: Growing Your Advisory Business During a Recession
• PODCASTS: Hear About the Latest Fintech Trends With The Fuse Show
• Financial Lifestyle Changes In A Post Covid World

Industry Press

• Cetera and Riskalyze form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
• LendingClub Receives Regulatory Approvals to Acquire Radius Bancorp
• GROUNDFLOOR announces new pilot program to spur ADU growth in Atlanta
• DriveWealth's Acquisition of Cuttone & Co. Brings Pioneering Technology for Global Retail Investors to the Floor of the NYSE
• NinjaTrader Acquires TransAct Futures