Publisher Notes for 9/29/21 Hello Fintech Friends! This week we visit w/Michael Magnan at AdvizorPro, review the tech lesson wealth firms need to learn from medicine & law, and hear how retail investors are capitalizing on multi-family real estate investing through fintech, plus more. READ UP!! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing
Host Dara Albright and guest Matt Belcher, CEO and Co-founder of CalTier, discuss why multi-family real estate is one of today's most coveted investment opportunities and how retail investors are finally getting in on the action

Politicizing Crypto? Oh My, Its Begun.
Author Bill Taylor explores how voters might view legalizing crypto for payments and which party would be inclined to accept crypto as legal tender

The Week in Digital Wealth (9/29/21)
Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon

Advisor Tech Talk (9/29/21)
This week we review news from Betterment, Groundfloor & Mako Fintech plus others in our weekly column covering wealthtech

Top 5 VC Deals of the Week in Digital Wealth (9/29/21)
We look at the top VC deals in fintech for the week, including $431M for a NYC bitcoin miner & $250M for the Canadian firm behind CryptoKitties

Fintech Luminaries - Meet Michael Magnan of AdvizorPro
Meet Michael Magnan of AdvizorPro, which powers financial services recruiting, sales and marketing through a tech-powered database

COMPLIMENTARY LIVE WEBINAR-SESSION #3: Investing in Cryptocurrency 101 (Tues, Oct 12, 2-3pm ET)
This is part 3 of an 8-part webinar course designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Register here!

Thought leaders

Wealthtech Insider (9/29/21) Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

Fintech Corner (9/29/21) Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law.

REAL CLEAR CRYPTO (9/29/21) In our Real Clear Crypto column this week, we delve into what a cryptocurrency actually is and why it matters

The Taylor Report (9/28/21) 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

On Demand Webinars (CE-credit approved)

• SESSION #1: Introduction to Cryptocurrencies and Blockchain Technology
• SESSION #2: Real World Applications of Blockchain and Cryptocurrency

Curated Industry Content

• Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts
• Ebook: Building your breakaway brand - The ultimate marketing guide for newly independent RIAs
• 6 Easy Cyber Initiatives to Add Value to Your Client Relationships
• Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment