Unsubscribe

Read this email in your web-browser

Dwealth News
Forward This email linkedIn twitter facebook

Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 4.14.21

Friends, this week we look at the Coinbase public offering with a little twist (and attitude) given the benefit of our market experience, review Robinhood's latest valuation based on WE HAVE NO IDEA WHAT, and delve into compliance matters and behavioral economics that advisors should consider in our "Fintech Corner" and "Wealthtech Insider" series. Check it out! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 8 - Bridging the Gap Between Conventional & Crypto Finance
In this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, discuss ways for investors to #GetoffZero because #RiskHappensFast.

Coinbase Democratizing Financial Markets
A mere two years after shuttering its Chicago office and laying off dozens, the crypto exchange is set to go public in a way that could change everything

Oh Robinhood. Not Again!
With Robinhood set to go public at an ever-increasing valuation based on we don't know what, we delve into their past business practices

Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers

Top 5 VC Deals of the Week in Digital Wealth (4/14/21)
A very diverse set of funding rounds this week, including an automated account receivables platform, yet another challenger bank and more

Fintech Luminaries - Meet Mike Kerins of RobustWealth
This week we'd like you to meet Mike Kerins, CEO of RobustWealth, a digital wealth management platform designed to support independent advisors and enterprises

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

Daniel Crosby

Wealthtech Insider (4.14.21)

In this week's Wealthtech Insider column, we reconnect with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, who discusses three ways to attack the behavior gap with wealthtech

Adrian Johnstone

Fintech Corner (4.14.21)

In our new weekly series from Practifi, we interview firm CCO Adrian Johnstone to discuss why RIA client experience can hinge on covering all the compliance bases

Bill Taylor

The Taylor Report (4.13.21)

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

Other News