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Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)
With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.
The Taylor Report (3/23/21)
Don't make any new "bets" until this quarter is over. With a week to go, it is uncertain whether market participants will seek to "mark" portfolios up, or perhaps do some selling to lock in quarterly gains.
WEALTHTECH INSIDER: Finding The Dollars-And-Cents Impact Of Modern Behavioral Coaching
For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.
Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
Publisher Notes For 3/24/21
Greetings from Digital Wealth News™ !
Our latest exploits this past weekend...
A Look At Advisor-Facing Fintech From Three Different Vantage Points
The world looks different depending on what level of advisor-facing fintech a company operates on.
The Grail with Keith Gregg (3/24/21)
For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.
Top 5 VC Deals of the Week in the Digital Wealth Sector (3/24/21)
IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.
Fintech Luminaries – Meet Stephanie Foster of XY Planning Network
For the next feature in Digital Wealth News' Fintech Luminaries series, we’d like you to meet Stephanie Foster, who serves as the Chief Administrative Officer at XY Planning Network, a tech-savvy service organization that provides a turnkey solution for fee-for-service financial advisors who are focused on working with Generation X and Generation Y clients.
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...