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To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.

Greetings Fintech Friends! This week we explore the British royalty connection to fintech, hear about the new Bitcoin futures ETF along with Brazil's foray into BTC, and check out a sexy new art platform offering fractionalized shares of Monet masterpieces plus more. Read up!

always chasing cars actually caught one. Well the "dog" (ProShares) just caught its coveted Bitcoin ETF, sort of. It's a Bitcoin FUTURES ETF. Big difference. But, at least at long last, the SEC finally approved a Bitcoin "flavored" Exchange Traded Fund, well then, yippee!

The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”

Now that a bitcoin ETF is in the mix, the competition is already heating up. One firm has made it easier for RIAs to access bitcoin and other cryptocurrencies. And wealthtech firms are continuing their push toward automation. 

The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.  

Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't. 

While a lot of the investing world has been focused on creating strategies, infrastructure and products around trading and owning crypto, an even larger blockchain investing revolution is brewing in NFTs

Hello Fintech Friends! This week we have a fresh new format in our Top 5 VC deals we think you'll enjoy, a Fintech Luminaries post that will bring a smile to your face and a spirited DWeath Muse podcast this week with Dara Albrigh & Bill Taylor taking on the SEC! Check it out!