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The broader financial advisor community has been adding tech talent, launching new products and going digital.  

Advisors are partnering up to harness each other’s strengths and capabilities. Crypto has muscled its way into the retirement conversation. And artificial intelligence is making it easier than ever for advisors to connect with prospects.  

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

This week we're back with a fresh round of new Top 5 VC deals, and out top deal came in at $450M this week, with every deal, once again, well about $100M USD.

Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations

Earlier this month, Atari restructured its business to create two separate divisions, Atari Gaming and Atari Blockchain. The announcement comes after years of development in the space, since Atari first publicly expressed its interest in crypto assets in early 2018.

Fintech is exiting 2021 with a bang. IPOs and M&A are on the horizon, while venture capital is shaking things up. Crypto may have lost one battle but it has its sights set on winning the war. BNPL is tapping the capital markets, and fintech stocks could be a bubble just waiting to happen, according to one veteran PE exec.  

Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm several sectors of the market, including blockchain innovation, and report on the latest Initial Public Offering in the fintech sector plus more. READ UP!!

The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.