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Simple Thoughts in Complex Markets By Bill Taylor, Contributor/CIO-Entoro Wealth The...

Orion deemed 2021 “the year of the breakaway advisor” in a recent announcement, noting that it is investing in events, practical guides, pricing deals and a network of firms for advisors to “tuck into” while retaining independence.

Bitcoin IS in the news and probably everyone knows roughly where the price is, too (the ones that don't probably DO know all Tom Brady's career statistics, though).

In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.

Some use charts to predict price fluctuations. Some focus on fundamentals. Others use time machines built out of DeLoreans. Whatever mechanism you are using to forecast the price of bitcoin, make sure not to overlook the most basic analytic tool of all – psychology.

For the next feature in this series, we’d like you to meet Pierce Crosby, General Manager of TradingView, which states it is the world’s largest marketplace for investment ideas, financial information, charting, and data visualization.

Riskalyze, the company that serves tens of thousands of financial advisors with risk, analytics and trading, today announced the return of its Fearless Investing Summit in Palm Springs, California, from September 29th through October 1st.

A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.

Welcome to our latest edition of Digital Wealth News! We have SUCH an interesting line up of content today, from incriminating quotes from the past from the past form the likes of Paul Volker, Ronald Reagan, Jamie Dimon and more (great read) to wealthtech tools all advisors must have in their tech stacks to $500M(!) VC deals and more.

Drip Capital has reached a major company milestone; financing over US$ 1B of cross-border trade through its platform. The global fintech company provides working capital solutions to small and medium-sized importers (SMBs) in the United States and exporters in emerging markets like India and Mexico.