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 5.26.21

Friends, today we're pleased to announce the launch of another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - plus our other great weekly columns - filled with the latest industry news for you! Read up! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 14 - Crowdfunding America's Heroes
In this special Memorial Day episode, which is dedicated to all who serve, host Dara Albright and guest, Robert Garland, NYPD Detective and CEO of FundtheFirst, discuss how America's frontline heroes are getting a little help from fintech.

FUD, Jamie Dimon and Crypto
Author Bill Taylor believes most of you may not know what FUD stands for - and you should - and also takes an insightful look at a recent speech delivered by Jamie Dimon and his views of the current regulatory climate around crypto

The Week in Digital Wealth (6/1/21)
This week we have news on Charlotte, NC and their hyper-growth into fintech, a look at the PPP debacle and how its affecting major players in the sector like Kabbage, and the latest Goldman investments into digital wealth players plus much more

Advisor Tech Talk (6/2/21)
Our new advisor tech series continues this week with a look at the technology sector that powers the wealth management and broker/dealer segments

Top 5 VC Deals of the Week in Digital Wealth (6/2/21)
The RETechs (or some like to call these proptechs) win the week again with all five deals coming in over $100M USD - again - and another mega deal comes out of India

Fintech Luminaries - Meet Lou Camacho of Stratos Wealth Holdings
For the next in this feature series, we'd like you to meet Lou Camacho of Stratos Wealth Holdings, a wealth management firm aggregator that acquires majority and minority stakes in RIAs around the country

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

Wealthtech Insider (6.2.21)

In this week's Wealthtech Insider column, the Orion team explores why using wealthtech is key to capturing next-gen interest with tools to inspire confidence and trust and flexible investment offerings like ESG and SMA investing

Tom Westhoff

Fintech Corner (6.2.21)

Tom Westhoff of Practifi delves into how automation can help solve a myriad of wealth managers' compliance headaches, from complying with changing regulations to archiving client and corporate communications and more

Jahon Jamali

Real Clear Crypto (6.2.21)

Jahon Jamali, CMO & Cofounder of Sarsons Funds, discusses why every advisor needs to know their crypto and delves into the firm's extensive efforts to educate the wealth management sector on digital assets and blockchain

Bill Taylor

The Taylor Report (6.1.21)

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

Curated Industry Content

Industry Press