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he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.

With the resurgence of COVID cases due to the rise of the delta variant, corporate America is responding by either setting new vaccine standards or postponing the return to in-office work until a later date. 

What's new? Last day of August.....summer is days away from being over.....that's it.....zero.....BITCOIN drifting around but not going up....not going down.....ETH catching a bit of a wave moving up a little.

Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!

Sarson Funds has announced the start of its accredited crypto education program designed to support financial advisory services to have constructive and informed client engagements for digital asset investment opportunities. The program begins on September 14th through December 19th, 2021, and will include a biweekly live webinar at 1pm EST on Tuesdays with modules featured on the Digital Wealth News portal.

For our latest Fintech Luminaries feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.

ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than two decades supporting high-growth technology enterprises, as its Chief Financial Officer.

Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.

insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.   

The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.