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Press Release 1

TrueNorth and Boost.ai Partner to Deliver Digital Customer Experience With Conversational AI

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TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)

With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.

The Taylor Report (3/23/21)

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Don't make any new "bets" until this quarter is over. With a week to go, it is uncertain whether market participants will seek to "mark" portfolios up, or perhaps do some selling to lock in quarterly gains.

Has The Fed Taken Up “Trash Talking?”

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It looks like the Chairman of the Federal Reserve, Jerome Powell (or, JPow), and his new "sidekick" Treasury Secretary Janet Yellen (JYell?) have realized they may have a big problem on their hands.

WEALTHTECH INSIDER: Finding The Dollars-And-Cents Impact Of Modern Behavioral Coaching

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For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.
Press Release 2

Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations

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Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

FP Alpha launches new tax tool for advisors, The Tax Snapshot

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FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return

Publisher Notes For 3/24/21

Greetings from Digital Wealth News™ ! Our latest exploits this past weekend...

A Look At Advisor-Facing Fintech From Three Different Vantage Points

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The world looks different depending on what level of advisor-facing fintech a company operates on.

Coming to a Location Near You: Bitcoin ATMs

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A lot of people are beginning to use a Bitcoin ATM and those devices are popping up at more and more locations at very rapid pace.