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Advisor Tech Talk (5/26/21)

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Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.
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YIELD App announces ground-breaking new DeFi insurance product, Steady State

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Decentralized finance (DeFi) wealth management platform YIELD App has announced it is partnering with its new partner project, cutting-edge new DeFi insurance protocol Steady State, which plans to completely transform the cryptocurrency protection landscape.

Fintech Corner (5/19/21)

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Not only is providing financial advice evolving into a profession as indispensible and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology, said Adrian Johnstone, chief commercial officer at Practifi, a business management platform for financial services firms. Both medicine and law have embraced a roles-based approach to building technology stacks.

The Taylor Report (5/18/21)

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What's New? Glad you asked. LOTS & LOTS! First off, the BITCOIN, ETH and crypto market turned into the "Elon Musk Wheel of Non-Fortune Show"............BTC dropped 22%, ETH 17% and HODL's got blindsided..........GOLD perked up as money flowed out of Bitcoin...

Publisher Notes For 5/19/21

Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector here. Read up!

Top 5 VC Deals of the Week in Digital Wealth (5/19/21)

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.

This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!

Future Crypto Regulations Take Center Stage in Wealth Management

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Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

The Week in Digital Wealth (5/18/21)

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Fintech firms are hitting on all cylinders lately, making a splash in some of the trendiest deals in the capital markets and helping to shape the financial industry of the future. In fact, one of the mega IPOs of the year so far involves a payment technology unicorn that is about to become a household name. Whether it’s real estate opportunities, SPAC deals or digital currencies, financial technology companies ranging from mobile banking startups to payments platforms are setting the pace.

Fintech Luminaries – Meet Damon Deru of AdvisorPeak

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We’d like you to meet Damond Deru of AdvisorPeak, a wealthtech firm that puts enterprise-class portfolio management tools within reach of all investment professionals.

Practifi Named ‘High Performer’ in G2’s Spring 2021 Reports

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We’re proud to announce Practifi has won the Best Meets Requirements and High Performer badges in G2’s 2021 Spring Grid® Report for the Financial Services CRM category! This report acknowledges the top-rated solutions in the industry, as chosen by the source that matters the most: our clients.