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Press Release 1

Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

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To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.

Top 5 VC Deals of the Week in Digital Wealth (6/16/21)

Four of the top 5 deals this week come out of foreign markets - Mexico, Sweden, France and Germany. We also have two deals in the blockchain sector - Solana Labs and Ledger. Big numbers again, this week, too. The smallest deal in the Top 5 came in at $180M with the "winner" - Swedish payments firm Klarna - topping out at $639M USD.

The Week in Digital Wealth (6/15/21)

A bevy of deal activity kept the fintech space in the spotlight once again. The pipeline of startups set to hit the public markets after Marqeta made a splash on the Nasdaq last week is building, and SPACs are still hot to trot. Payments platform Stripe has launched its own AI-fueled identity product, while the buy now, pay later trend continues to gain momentum.

K1 Makes $120 Million Growth Investment in ComplySci

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Regtech companies with proven products and seasoned leadership teams are well-positioned for further growth, if the latest deal between K1 Investment Management and ComplySci is indicative of what’s ahead in the fintech space.

Advisor Group’s WealthTech Strategy Helps Drive Net New Assets of $4.8 Billion

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This week, as part of its annual W Forum event, a conference focused on women financial advisors and home office staff, Advisor Group reported inflows of more than $1 billion in net new assets for the month of May to the company’s Wealth Management Platform.

Publisher Notes For 6/9/21

Friends, today our newsletter is packed with SO MUCH great content, including venture deals that ALL exceed $300M USD in one week, a LOL read from Bill Taylor in the Taylor Report and a new podcast delving into the NFT craze, plus much more! Read up!

The Taylor Report (6/8/21)

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KEEPING SCORE; SO FAR BITCOIN IS RESPONSIBLE FOR CLIMATE POLLUTION,MONEY LAUNDERING, CRIME, RANSOMWARE, COLLAPSE OF FINANCIAL STABILITY, MARRIAGE/RELATIONSHIP PROBLEMS (OK, that's mine)....whatever.

El Salvador Rocks Bitcoin World. Pay Attention.

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BITCOIN is about to become legal tender for a sovereign country. Or, as one guy said on the moon, "One small step for Bitcoin, one giant leap for digital currency." Something like that anyway.
Press Release 4

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

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-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

Advisor Tech Talk (6/9/21)

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The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.