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Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management
Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.
The Week in Digital Wealth (9/14/21)
Seasons change and so does the fintech landscape. Since our last update, one major cryptocurrency exchange is calling out the SEC, Europe does not want to get left behind on digital currencies, investors have some remorse over buy now pay later, and SPACs are still popular.
Fintech Luminaries – Meet Mark Healy of FusionIQ
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Mark Healy of FusionIQ, a digital investing platform that helps clients create a digital wealth investing experience for their end customer.
Q&A: Wealth Management Marketing Leader Susan Theder Joins FMG Suite
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.
Top 5 VC Deals of the Week in Digital Wealth (8/24/21)
This week we have some really interesting and diverse deals to review in our Top 5 VC Deals in Digital Wealth column - across multiple sectors and on 3 continents. And even though it's the dead of summer (though in Montana we're already moving straight into fall), there is still some big money moving around in the VC sector for fintech and digital wealth.
Top 5 VC Deals of the Week in Digital Wealth (8/17/21)
We've given up acting surprised when every deal each week continues to be over $100M in VC funding, and this week is no different. What I loved seeing is that the US was back in the driver's seat for the top deals internationally in financial technology.
REAL CLEAR CRYPTO: Sarson Funds Talks Bitcoin, Ethereum and Institutional Adoption
The attention of the cryptocurrency industry was pulled to Washington, D.C. in recent days, where the $1.2 trillion Infrastructure Investment and Jobs Act included a target on the market’s back.
WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways
Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity.
Top 5 VC Deals of the Week in Digital Wealth (8/10/21)
D, and international in scope. I honestly sometimes feel guilty limiting this list to the Top 5 VC deals, because important deals OVER $100M USD are increasingly not making the cut for this column. But that's where the fintech VC market is headed - "to infinity, and beyond".
Advisor Tech Talk (7/28/21)
The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.