Happy Tuesday, Fellow Fintechers! We’re already into the middle of January – can you believe it? I still don’t have all my Christmas decorations down – I figure that at this point, since they’re mostly red, they can pass for Valentines Day decorations now.

Today we have an incredible line up of content for you.  We begin, as always with a shortened version of our weekly wealthtech news from industry guru Vasyl Soloshchuk, who also provided an interview with Edouard Legrand, the Global Head of Digital at BNP Paribas Asset Management, who is uniquely positioned to offer expert insight in the fintech industry from his professional vantage.

Next up is my personal favorite story this week – an interview with. not one, but TWO women named Kimberly Beck, both in key marketing positions within the wealthtech industry. One is at a senior level within Envestnet and the other at a junior level at Redtail Technology. This is a must read for everyone in wealthtech touching marketing in any way.

We also have a 3 Question Q&A with Stan Gregor of Summit Financial this week.  Gregor shares with us how Summit Financial has developed “a holistic turnkey tech solution for financial advisors, SummitVantage, a single-sign on, comprehensive technology solution that integrates the tools and internal professional resources advisors need to elevate their practice.” 

Next up, a look at the recently released results of the TDA Ameritrade “2020 RIA Sentiment Survey.” Generally speaking, RIAs are feeling optimistic about the future according to this study – check out this story to hear why.

We also revisit the pending Bitcoin halvening occuring in May, and how its already driving the cryptocurrency market into a frenzy with anticipation. We finish up with a look at Envestnet, who had a busy week this past week with the announcement of their investment in Dynasty Financial and a second announcement on the addition of several high level lenders, including TD Bank, Lightstream (a division of Suntrust), Nationwide and First Citizens.

All in all, it’s a great week of FinTech news for the Financial Advisor audience. Read up and be in the know!

Yours in Fintech,
Cindy Taylor