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Top 5 VC Deals of the Week in Digital Wealth (8/24/21)
This week we have some really interesting and diverse deals to review in our Top 5 VC Deals in Digital Wealth column - across multiple sectors and on 3 continents. And even though it's the dead of summer (though in Montana we're already moving straight into fall), there is still some big money moving around in the VC sector for fintech and digital wealth.
Rising Focus on Employee Compliance with Cryptocurrency Trading
Venture capital-backed employee compliance software and solutions provider, ComplySci, reported a rise in concerns among compliance professionals across the financial services sector when it comes to cryptocurrency trading activities by their employees.
RegTech Stakes Rise as FINRA Intensifies Options Trading Scrutiny
In June, Gary Gensler, Chairman of the Securities & Exchange Commission (SEC), discussed his heightened interest in oversight of options trading, an activity that has continued to increase across the financial markets over the past 16 months in particular.
The Week in Digital Wealth (8/25/21)
Activist hedge funds have fintech companies on their radar now that the space is making waves. Even though the summer is winding down, legacy banks are feeling the heat as the pipeline for fintech M&A and IPOs continues to grow. Coinbase is going across the pond on crypto. Google Pay is suffering some defections, Austin is a hotbed for tech talent and remote work is all the rage.
DWealth Muse Podcast Series: Episode 26 – How Next-generation Digital Wallets will Drive...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Orion Offers Free Financial Planning Tech For All Advisors With Pro Bono Clients
To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial planning tool for advisors, free of charge to all advisors serving pro bono clients, regardless of whether they use Orion’s comprehensive wealthtech platform.
Fintech Corner: How CRMs Play a Vital Role in RIA Compliance
Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.
The Taylor Report (8/17/21)
What's new? Other than Afghanistan.....not much.....August is traditionally slow and the last two weeks before the end of summer is even slower.....BITCOIN seems "comfy" around $46K.
Publisher Notes For 8/18/21
This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!
WEALTHTECH INSIDER: Three Steps to Help Protect Your RIA from Data Breaches
Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.