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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)

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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

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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.
Press Release 2

Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations

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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

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The world looks different depending on what level of advisor-facing fintech a company operates on.

The Grail with Keith Gregg (3/24/21)

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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

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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

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The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...