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Top 5 VC Deals of the Week in Digital Wealth (6/30/21)

This week, 3 of the top 5 deals were international - out of South Korea, Holland and China; The Chinese deal received funding from a Canadian teacher's pension fund - we thought that was interesting and rather unusual; In America, the two firms who made our list this week were in auto finance and wealthtech - two strong areas of financing in our country.

How Technology Helps Firms Thrive, Not Just Survive

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For financial advice firms, continued growth is always the name of the game. But how each firm goes about expanding its business depends on its size and client base. Whatever your firm’s goals, ensuring that you are using proper, modern technology is essential to meeting them.

The Week in Digital Wealth (6/29/21)

The deal pipeline is filling in the fintech space, chief of which includes Visa flexing its muscle in Europe’s open banking industry. Kids are gaining access to financial apps sooner than later, thanks to one UK-based challenger bank. In addition, a couple of German fintech startups are looking to gain a foothold in the US market while the IPO pipeline keeps growing. Andreessen Horowitz has made a key hire and is doubling down on crypto despite a murky regulatory environment.

Publisher Notes For 6/23/21

Greetings from Digital Wealth News™! Friends, another week of big news on the digital wealth front with a look at how tokenization is revolutionizing traditional financial markets, more top VC deals coming from offshore and a deep dive into the current state of China's central bank. Read up!

WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions

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It’s important advisors learn to give advice and even comfort in a way that is consistent with research around “stickiness.” What follows is a four-part process, developed at the Orion Center for Outcomes, around giving clients advice in a way that influences behavior change.

Fintech Corner (6/23/21)

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Most advisory firms want to scale, but not all of them can. One of the biggest obstacles to scaling is not having the right technology in place, said Adrian Johnstone, Chief Commercial Officer at Practifi, a business management platform for financial services firms.

REAL CLEAR CRYPTO: Tokenization Will Turn The Real Estate Market Upside-Down

“Tokenization, an innovation built on blockchain technology, is making its way from cryptocurrencies to real assets,” said John Sarson, CEO and co-founder of Sarson Funds, a provider of digital asset management and cryptocurrency education resources for financial advisors. “The impact could be revolutionary.”

Advisor Tech Talk (6/23/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.
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As Ransomware Grabs Headlines, Demand for Entreda’s Cybersecurity Solutions Rise

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The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.
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With Surging Interest in FinTech, d1g1t Completes New Round of Fundraising

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North of the US-Canada border, the temperatures might be cooler, but not when it comes to demand for fintech wealth management venture deals.