Read this email in your web-browser

Forward This email

Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 11/3/21

Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round plus more. Read up! | Cindy Taylor, Publisher

News & Markets

Episode 36: The Economic Impact of the Imminent InterGENDERational Wealth Transfer
In this episode, DWealthMuse host Dara Albright and Shari Noonan, CEO of Rialto Markets, discuss a recent report by McKinsey & Company predicting that, by the year 2030, American women will own much of the $30 trillion in financial assets possessed by baby boomers

Bitcoin ETFs are Finally Trading. Now What?
Author Bill Taylor discusses the important difference between Bitcoin futures ETFs and pure Bitcoin, and its ramifications for investors

The Week in Digital Wealth (11/3/21)
Facebook is now Meta, fintechs are coming to America for their IPOs and Mark Cuban’s NBA team is going further down the bitcoin rabbit hole

Advisor Tech Talk (11/3/21)
Franklin Templeton and Charles Schwab are in this week's mix, Sequoia is morphing into an RIA and a wealthtech is inching toward unicorn status

Top 5 VC Deals of the Week in Digital Wealth (11/3/21)
This week we're back with a fresh round of Top 5 VC deals & we're seeing deals out of India, in crypto and in credit cards

Thought leaders

	Wealthtech Insider: 3 Ways Wealthtech Helps Advisors Through Capital Gains Tax Hikes Advances in technology and industry consolidation are blurring the once-tidy lines between different players in the financial services world
	Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships Without accessing technology partners who focus on client success, a financial advisor may never use their software to its fullest
	REAL CLEAR CRYPTO: A Financial Threat – or Opportunity The greatest incentive for the investing public to dabble in cryptocurrencies is the potential for continued returns
	Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform CalTier, a real estate crowdfunding specialist, has built an alternative investing platform that can be accessed by nearly any investor
	The Taylor Report (11/2/21) 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

DWealth Education Webinars (CE-Credit Approved)

Preparing Financial Advisory Firms for the Great Generational Wealth Transfer, sponsored by Practifi - Tuesday, November 16th 2021 @ 2:00PM EST (REGISTER HERE)

Session 5 of Sarson Funds' Level 1 Crypto Advisor Certification Course: How to Safely Invest in Digital Assets - Tuesday, November 9th 2021 @ 2:00PM EST (REGISTER HERE)

ON DEMAND:

Curated Industry Content