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As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

The financial services industry can’t afford to ignore the digital revolution any longer. If advisory firms had any lingering doubt about digital transformation’s importance, the COVID-19 pandemic swept it all away.

The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.

A great newsletter this week with a look at NFTs and sports, Bitcoin ETFs and their performance after 2 months and a deep dive into the great intergenerational wealth transfer, plus more. Read (and listen) up!

Inflation is out of control (certainly not transitory) & the Fed is lost. They don't have a clue on what to do, or the guts to do what they need to do. Not a deer in the headlights....a deer in the rear view mirror that's been run over.

The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.

The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.