base - search results

Understanding how NFTs have made an impact in the digital asset community is important for advisors to know so that they can have meaningful conversations with their clients.

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.  

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. 

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!

Friends, we have a fresh new format for you this week, as we continue to see more stratospheric investment in fintech. That said, in our past two weeks, every Top 5 VC deal has been over $200M, and this week, we saw those numbers drop somewhat. Time will tell if this foretells a future trend of lowering investment numbers in the sector.

Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.  

The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.

d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.

Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, DWealth.news, garnered 48,000 monthly unique visitors in September, up 20% from August. Digital Wealth News achieved this milestone after just 12 full months of operations, having launched in October 2020.

What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.