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DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

Top 5 VC Deals of the Week in Digital Wealth (3/15/22)

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...

DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms

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Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.

2022 Market Predictions in Digital Wealth from the C-Suite, Part I

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It's that time of year, friends, when we look to the best and brightest across the many sectors of financial technology and digital wealth to share their prognostications for what the New Year may hold in 2022.

Publisher Notes For 11/30/21

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We're back this week with an action-packed roster of content for you including a deeper look at El Salvador's much touted Bitcoin City, a new Fintech Luminaries interview with Chad Parks of Ubiquity Retirement + Savings and yet another stratospheric $500M+ VC deal in fintech.  Read up! | Cindy Taylor, Publisher

Top 5 VC Deals of the Week in Digital Wealth (10/12/21)

Friends, we have a fresh new format for you this week, as we continue to see more stratospheric investment in fintech. That said, in our past two weeks, every Top 5 VC deal has been over $200M, and this week, we saw those numbers drop somewhat. Time will tell if this foretells a future trend of lowering investment numbers in the sector.

Publisher Notes For 6/9/21

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!

Publisher Notes For 6/2/21

Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!

Top 5 VC Deals of the Week in Digital Wealth (5/5/21)

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.