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Top 5 VC Deals of the Week in Digital Wealth (11/9/21)

This week we're back with a fresh round of new Top 5 VC deals, and the funding numbers continue to exceed $100M+ and cover the globe, though most were out of the US this week. This week's top deal came out of the Philippines - the other four top deals all came out of California. Hospitality, NFT gaming and payments platforms were amongst the categories funded

The Week in Digital Wealth (11/9/21)

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Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping. 

DWN Op-Ed: How the “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and...

How “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation
Bill Taylor

The Taylor Report (11/2/21)

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The fed still thinks (for public consumption ) that inflation is transitory and is hoping (praying) they won't need to raise interest rates. They will be forced to at some point.
Webinar

CE WEBINAR: Preparing Financial Advisory Firms for the Great Generational Wealth Transfer

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The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million U.S. households will transfer more than $68 trillion over the next 25 years. 

Publisher Notes For 11/2/21

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Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!

Advisor Tech Talk: 11/2/21

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Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.  

Episode 37: How Financial Advisors are Leveraging Digital Transformation to Engage the Self-Directed Generation

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

Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships

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Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

Top 5 VC Deals of the Week in Digital Wealth (11/2/21)

This week we're back with a fresh round of new Top 5 VC deals, and the numbers continue to sky-rocket into the HIGH hundreds of millions and deals in the $200M+ range that are TOO small to make this week's list. Shocking, isn't it?