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Top 5 VC Deals of the Week in Digital Wealth (6/2/21)
We're back again with a fresh new round of top 5 VC deals for the week in the digital wealth sector. This is going to sound redundant. Not one deal is under $100M, and we actually had to omit British firm Paysend from this list, who also had a deal close at $125M this week - because - we would then be at 6 deals for our "Top 5 Deals" post.
Advisor Tech Talk (6/2/21)
AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.
REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto
When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."
The Week in Digital Wealth (6/1/21)
The fintech ecosystem has expanded to include offshoots, such as insurtech and auto fintech, for example. It gives companies a unique calling card, and it seems everybody wants a slice of the fintech pie these days. You can’t blame them, given the rate at which fintechs are reaching unicorn status as Silicon Valley and Wall Street alike pile into these names. This past week was no different.
Fintech Luminaries – Meet Lou Camacho of Stratos Wealth Holdings
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 mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.
The Taylor Report (5/25/21)
Chaos......Confusion......Uncertainty. Countries, individuals and "never Bitcoiners" have all teamed up to drive (a/k/a manipulate) BITCOIN (and cryptos in general) down and have done a good job (so far).......BITCOIN touched $30K, ETH traded under $2K and other coins sank as well...........China verbally assaulting BITCOIN miners and traders (again)
Publisher Notes For 5/26/21
Friends, today we have a highly entertaining post comparing the current players in bitcoin to the WWF(!), we delve into more sector VC deals with one topping out this week at $900M and queue up a new podcast for you covering the SPAC sector. Read up!
Fintech Corner (5/26/21)
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.
Top 5 VC Deals of the Week in Digital Wealth (5/26/21)
We're back in lofty heights this week with all five deals exceeding $100M and one deal just shy of $1B USD. How many times have I said this now-practically every week. The dollars in the VC sector going into fintech are enormous. Methinks maybe just a wee bit of inflation in there rearing it's usgly head in the sector as well - whattya think?
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.