WEALTHTECH

Tax Strategy: The taxation of NFTs

By Mark A. Luscombe       5 min read

Like their cryptocurrency cousins, non-fungible tokens are generating market interest, and tax confusion. Read story →

The pros and cons of emerging NFT vehicles and indexes

By Claire Ballentine and Vildana Hajric       5 min read

There's been a rush into the latest digital craze, flooding the market with millions of dollars.  Read story →

Here's what wealthtech experts predict for 2022

By Ryan W. Neal      

We asked leaders in the field to give us their thoughts on the coming year. Here's what they had to say. Read story →

The top 10 wealthtech stories of 2021

By Ryan W. Neal      

A look back at the biggest events and trends that shaped the industry last year.  Read story →

Morgan Stanley to pay $60 million to settle data breach claims

By Bob Van Voris       1 min read

If approved, the agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients. Read story →

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WEB SEMINAR

Banking & Bourbon

Wednesday, March 16, 2022 4:30 PM EDT

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon. Learn More →

WEB SEMINAR

Cryptocurrency for Advisors | Crypto Regulations & Compliance: How Providers Can Stay Compliant and Mitigate Risks

Wednesday, December 8, 2021 12:00 PM EST

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SPONSORED BY Fireblocks

WEB SEMINAR

Mortgage lending trends to watch in 2022

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O’Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business. Learn More →

WEB SEMINAR

Bridging the future of finance: How Bitcoin is making its mark

Is Bitcoin at a “tipping point” and could it one day be the currency of choice for trade? The future for digital currencies can be bright, but there are still risks involved. In this session join Yan Zhao, President of NYDIG as she explores: (1) the overall discussion of how Bitcoin is experiencing wider adoption in the traditional finance world, and why that is; (2) Recent partnerships in the financial sector and how they’ve helped evolve the space; and (3) how and why organization are embedding Bitcoin in various financial services products like lending, payroll, banking, and investing. Learn More →

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