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Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.

After last week's report, we had some concern that the fintech VC sector was starting to lose it's luster. For the first time, we saw a Top 5 deal come in under $100M, and it's been some time since we've seen that. Not to fear. Apparently last week was a temporary "seasonally adjusted" blip, and here we are back in $200M+ territory again.

Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.

Greetings Fintech Friends! This week we launch a new monthly roundtable series, learn about metaverse commerce in our weekly DWealth Muse podcast and see a massive decline in venture dollars in digital wealth in our Top 5 VC deals series plus more! Read up!

Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.

Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.

he Fed meets this week, and the markets will be looking for signs about the anticipated tightening of monetary policy. Goldman Sachs says to prepare for at least four rate hikes in 2022. Fintech stocks and bitcoin are far from their peaks as investors flee risk for now. Despite the market storm, one banking fintech could be ready to dip its toe into the publicly traded waters. Google has made a key hire in hopes of improving its standing in the digital payments space. 

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.

Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...