Publisher Notes for 3.31.21 Friends, this week we explore how insurtech has finally reached the institutional sector, explore what digital asset derivatives exchange is behind the naming rights of a NBA team stadium and chat with Tryone Ross, Jr. of Onramp Invest in our DWealth Muse podcast series. Check it out! | Cindy Taylor, Publisher

News & Markets

Podcast Episode Six: When Crypto and RIAs Unite
In this episode, host Dara Albright and guest, Tyrone Ross Jr. of Onramp Invest discuss the transformation of wealth management, how RIA engagement could impact the price of bitcoin in 2021 and more

Insurtech Played Catch-Up During Covid-19 - It's A Digital World Now, Says Ensight
Founded in 2017, Ensight creates a digital, user-friendly experience around life, long-term care and annuity sales. We also explore the recent Tifin VC acquisitions in this post

Outbid for Naming Rights to the Miami Heat's Stadium? Don't Give Up
A fun look at the new 19-year $135M deal to take over the naming rights of the Miami Heat Stadium from American Airlines by FTX, a digital assets derivatives exchange

Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?
Author Andy Aziz explores the differences in SMAs, UMAs and UMHAs and the need to have the right technology in place to manage them latter

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)
Three of the top five deals in this week's story are in what sector? You guessed it - crypto. Watch where the money flows - that's where the market is heading

Fintech Luminaries - Meet Keith Gregg of Chalice Network
This week we chat with our old friend Keith Gregg who shares how his path from Employee to Entrepreneur forced him to embrace technology and inspired him to create the Chalice e-commerce platform and digital marketplace.

And don't forget to check out our homepage for other great content, read up and GET YOUR SMART ON about the future of digital wealth!!

Thought leaders

Wealthtech Insider (3.31.21) In this week's Wealthtech Insider column, Orion's CEO Eric Clarke discusses advisor breakaways and how to best maneuver through them with a forward-thinking plan and the right technology

The Grail with Keith Gregg (3.31.21) In what will be the last installment of "The Grail With Keith Gregg", we bid farewell to our friend Keith Gregg, one of our founding partners, and wish him a Happy Birthday as well! Check out his final post covering all the important offerings Chalice provides for SMBs

The Taylor Report (3.30.21) 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

Industry Press

• Willow and Blockchange Partner on Digital Asset SMA
• TrueNorth and Boost.ai Partner to Deliver Digital Customer Experience With Conversational AI
• NFP Fintech SaverLife Publishes "Hardest Hit: Unheard Voices of the Pandemic"
• Canadian Fintech Mogo Launches First Bitcoin Cashback Mortgage

Recent News

• These Reese's Cups Fintechs Are Bringing Decentralized and Traditional Finance Together
• ESG Investing and the New Fintechs Evaluating Sector Players
• Adviser Domain - New Risk Alert Issued From SEC Includes Cybersecurity
• Ikea Goes After Walmart & Alibaba in Digital Banking Wars