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Orion Cash & Credit Brings Banking to Fiduciary Wealthtech Platform
To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.
The Taylor Report (10/19/21)
BITCOIN jumps up almost 10% (week on week) as SEC approves first BITCOIN (futures) ETF........BTC just under all time highs.........ETH in shadow of BTC still moves quietly up 8% (week on week)
Publisher Notes For 10/19/21
Greetings Fintech Friends! This week we explore the British royalty connection to fintech, hear about the new Bitcoin futures ETF along with Brazil's foray into BTC, and check out a sexy new art platform offering fractionalized shares of Monet masterpieces plus more. Read up!
A Bitcoin Futures ETF is Big News, But Even Bigger News is Brewing
always chasing cars actually caught one. Well the "dog" (ProShares) just caught its coveted Bitcoin ETF, sort of. It's a Bitcoin FUTURES ETF. Big difference. But, at least at long last, the SEC finally approved a Bitcoin "flavored" Exchange Traded Fund, well then, yippee!
WEALTHTECH INSIDER: What the ‘Golden Circle’ Teaches Us About Financial Advice
The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”
Top 5 VC Deals of the Week in Digital Wealth (10/19/21)
This week we're back with a fresh round of new Top 5 VC deals, and the diversity of fintech in these deals continues to excite us.
Advisor Tech Talk: 10/19/21
Now that a bitcoin ETF is in the mix, the competition is already heating up. One firm has made it easier for RIAs to access bitcoin and other cryptocurrencies. And wealthtech firms are continuing their push toward automation.
REAL CLEAR CRYPTO: Part 2 – Digital Art NFTs
Understanding how NFTs have made an impact in the digital asset community is important for advisors to know so that they can have meaningful conversations with their clients.
The Week in Digital Wealth (10/19/21)
The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.
Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...
Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.