Happy Tuesday, Fellow Fintechers! At any rate, we have a great lineup of fintech content for you today including our weekly recap of wealthtech news from our resident expert Vasyl Solushchuk, along with an interesting checklist on what all new wealthtechs need to consider in order to comply with regulations as they roll out their operations. Because these firms handle so much sensitive data, the regulatory requirements are quite extensive. Well worth the read.
We also revisit the story on NBA player Stephen Dinwiddie, who was looking to tokenize his contract, and other players in the NBA. Turns out, it’s a bust. Read why. Today, we also take a look at the new Reg A+ token offering from Blockstack, who has issued a security out of a digital asset known as a utility token, the first offering of its kind approved by the SEC. Next up, we hear from the head of Schwab’s digital advisor solutions how the firm is helping their advisors convert from paper to digital work methods, which are more secure, faster and less prone to error. Finally, we top it all off with a great piece from the Executive Assistant to the CEO of wealthtech firm Redtail on the power of team-building trips. Read about the importance of The People, The Place and The Party in making these experiences memorable, meaningful and impactful.
Enjoy!!
Cindy Taylor/Publisher
Wealthtech Weekly Update: Northern Trust, Vanguard, SS&C
WealthTech Regulatory Aspects Explained: What Should Startups Keep In Mind
A Groundbreaking Moment For Corporate Finance?
It's A Digital World For Most, But Many Financial Advisors Are Stuck On Paper
NBA Halts Basketball Star Spencer Dinwiddie’s Plan To Tokenize His Contract