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Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.

Tenacity Venture Capital today announced the launch of its inaugural fund, which will invest in transformative technology companies in the formation, pre-seed and seed stages. Founded by 25-year entrepreneur and investor Ben Narasin, the fund spins out with initial commitments from NEA as well as other leading investors and serial entrepreneurs.

To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.

or our latest feature, we'd like you to meet Alex Cavalieri of the Seven Group platform, which enables financial advisors to drive growth, lower costs over time, and increase AUM. Seven Group builds advisors a cohesive plan and gives them the content and tools to grow their practice.

Four of the top 5 deals this week come out of foreign markets - Mexico, Sweden, France and Germany. We also have two deals in the blockchain sector - Solana Labs and Ledger. Big numbers again, this week, too. The smallest deal in the Top 5 came in at $180M with the "winner" - Swedish payments firm Klarna - topping out at $639M USD.

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

Regtech companies with proven products and seasoned leadership teams are well-positioned for further growth, if the latest deal between K1 Investment Management and ComplySci is indicative of what’s ahead in the fintech space.

This week, as part of its annual W Forum event, a conference focused on women financial advisors and home office staff, Advisor Group reported inflows of more than $1 billion in net new assets for the month of May to the company’s Wealth Management Platform.

Friends, today our newsletter is packed with SO MUCH great content, including venture deals that ALL exceed $300M USD in one week, a LOL read from Bill Taylor in the Taylor Report and a new podcast delving into the NFT craze, plus much more! Read up!

Technology’s role is supplemental to that of the advisor. It can’t replace the expertise and personal nature of the relationship, but it can add much-needed efficiencies that keep an advisor on-task and better able to focus their time on a client’s needs. Nowhere is that more necessary than the race to attract and retain the attention of high net worth clients.