Happy Tuesday, Fellow Fintechers! As always, we start with a look back at the week’s news from our resident wealthtech expert Vasyl Solushchuk, who also provides us with an in-depth interview with Catherine Clay at mega-exchange Cboe Global Markets.
Most financial advisors no doubt know all about tax loss harvesting, but are you up to speed about gains deferrals? If not, please check out “Gains Deferral: The Core of Tax Management” by Smartleaf president Gerard Michel. In another piece, digital asset expert Bill Taylor shares insight into Brooklyn Nets player Spencer Dinwiddie’s upcoming security token offering that’s securitized against his player contract—the first of its kind in the NBA. And we finish up with an interview with John Dillon of data solutions firm Aerospike in “Financial Services Companies Becoming Data-Rich And Knowledge-Poor”.
Read up!!
Cindy Taylor/Publisher
• Wealthtech Weekly – Vestmark, AdvicePay & Trizic
• Gains Deferral: The Core of Tax Management
• Cboe Global Markets: More Options, More Opportunities
• NBA Player Ventures into Tokenization of Contract
• Financial Services Companies Becoming Data-Rich And Knowledge-Poor
• Vestmark Names Names New Managing Director