Akoya is currently Fidelity’s data-sharing arm but now will become its own company, owned by Fidelity, The Clearing House and...
This week, I grapple with the concepts of financial centralization and decentralization, anchoring around custody, staking, and DeFi examples. On the centralized side, we look at BitGo's acquisition of Lumina, Coinbase Custody and its similarity to Schwab and Betterment Institutional. On the decentralized side, we examine the recent $500 million increase in value within the Compound protocol, as well as the recursive loops that could pose a broader financial risk to the ecosystem.
There has been a lot of discussion in the last few years about blockchain technology and its potential impact on...
Robinhood is currently experiencing a system-wide outage and follows news of other recent outages; Fidelity and Charles Schwab both had...
The wealth management industry has gone through a host of changes in recent years and now fractional share trading has...
Cambridge announced a joint research effort between the Cambridge Center for Alternative Finance and 16 private sector leaders.
Making news this week was the CFPB director testifying before both the Senate and House, Fidelity will allow bitcoin in 401(k) plans, Robinhood had a bad week, the OCC is talking stablecoins, Goldman created a lending facility backed by bitcoin and more.
A new survey by Fidelity found 36 percent of U.S. and European institutional investors own crypto assets with Bitcoin being...
Another Profitable Year for Marlette Funding as Best Egg Surpasses $7B of Personal Loans Blockchain RegTech Startup TRM Secures $1.7...
In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on investment research and asset management systems development. After this Jason founded FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017.
More specifically, we discuss all things wealth tech, as well as, serving people with financial planning, financial advice, and generally improving their financial health.