Advisor Tech Talk (7/21/21)

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Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.

The Week in Digital Wealth (7/20/21)

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.

REGTECH CORNER: ComplySci’s Amy Kadomatsu on Tech-Driven Employee Compliance Software

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ComplySci’s first quarter financial performance this year represented a “high water mark” of earnings growth for the firm, which has already been generating robust expansion for the past several years.

DWealth Muse Podcast Series: Episode 21 – Why Artificial Intelligence May Be the...

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In this episode, DWealthMuse host Dara Albright and guest, Stephen Roche, President & Co-Founder of Saphyre, a fintech company that leverages patented AI technology to digitize all pre-trade data, discuss why Artificial Intelligence (AI) may just be the panacea for solving blockchain for finance.
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Gideon Strategic Partners Affiliates With Leading Independent Broker-Dealer, Appoints Adam Gross Partner And Head...

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Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $500 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced that its financial advisors have affiliated with The Leaders Group, a leading national, independent broker-dealer located in Littleton, Colo. The transition is effective immediately.

Remember When We Heard it Would Never Happen? It’s Happened.

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Bitcoin is becoming widely accepted for payment for everyday items. Remember back in the good old days (like, 3-4 years ago) when all you ever heard was Bitcoin is "cute" but it will never catch on as a means of payment. Uh, yeah. It sure didn't take long either.

Advisor Group Advances Growth Strategy With Appointment Of Kristen Kimmell As Executive Vice President,...

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Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Top 5 VC Deals of the Week in Digital Wealth (7/14/21)

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This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and this week the banking sector takes the lead on these deals. In the meantime, TechCrunch recently published a post noting Q2/21 was the hottest quarter ever for VC fundings. LOTS of cash sloshing around with all that freshly minted dollars coming off the printing presses, so we're none too surprised.

Advisor Tech Talk (7/14/21)

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Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.

The Week in Digital Wealth (7/13/21)

What a difference a week can make! The SPAC deal pipeline continues to fill, while Wise tested the mettle of the LSE in a post-Brexit world and the Nasdaq provided a Shanghai surprise. One major Wall Street firm made a bullish call on a fintech consumer lending platform. Google is on the fintech prowl in Japan while the banks look on, plus traditional lenders are upping the ante to compete with their tech-savvy rivals.