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The passage of the proposed Economic Stimulus bill by Congress is a metaphorical shot in the arm for small business owners who have suffered disproportionately during the COVID pandemic. It includes the renewal of the Paycheck Protection Program lending, which gave a lifeline to millions of small businesses nationwide until the program expired on Aug. 8.

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.

Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Conor Delaney, CEO of Good Life Companies (www.goodlifeco.com), who runs one of the largest and fastest-growing independent hybrid Registered Investment Adviser (RIA) firms and Super-OSJ groups affiliated with LPL Financial.

XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.

Wolters Kluwer Governance, Risk & Compliance (GRC) has signed an agreement to acquire eOriginal, a leading provider of cloud-based digital lending software, for approximately €231 million in cash.

Voyager Digital Ltd. ("Voyager" or the "Company") (CSE: VYGR) (OTCQB: VYGVF) (FRA: UCD2), a publicly traded, licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, today announced that NFL Hall of Famer Marshall Faulk will be a joining Voyager as an advisor

It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.

Welcome to our latest edition of Digital Wealth News! New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news!

Today, Brendan McConnell, Orion’s Executive Vice President of Enterprise and TAMP Products, explains how advisors and their clients can achieve success by leveraging technology to more directly serve their needs and goals with more personalized investment solutions...