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KEEPING SCORE; SO FAR BITCOIN IS RESPONSIBLE FOR CLIMATE POLLUTION,MONEY LAUNDERING, CRIME, RANSOMWARE, COLLAPSE OF FINANCIAL STABILITY, MARRIAGE/RELATIONSHIP PROBLEMS (OK, that's mine)....whatever.

Technology’s role is supplemental to that of the advisor. It can’t replace the expertise and personal nature of the relationship, but it can add much-needed efficiencies that keep an advisor on-task and better able to focus their time on a client’s needs. Nowhere is that more necessary than the race to attract and retain the attention of high net worth clients.

BITCOIN is about to become legal tender for a sovereign country. Or, as one guy said on the moon, "One small step for Bitcoin, one giant leap for digital currency." Something like that anyway.

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including a broad array of financial institutions, wealth managers, and lenders, enhancing consumers’ financial management and control as cryptoasset investing reaches the mainstream.

-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

Advisors today face huge deficits in knowledge, services and products in the cryptocurrency space when compared to retail financial services firms. John Sarson has recognized this when he founded Sarson Funds and now has a full team working to fill the gap.

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team. Anghel, Peters and Romero will serve as senior account executives, supporting Practifi’s deepening presence within the wealth management industry. These hires reflect the company’s position as a leading player in the industry and its aggressive growth strategy.

This week, same as I always do, I went to my trusted source for listings of these deals and the first 5 were all over $100M. I thought to myself, "hmmm, this column will be a piece of cake this week!" BUT - I scrolled down and saw MORE deals - HUGE deals - on the following pages. So we have again hit another round of massive funding this past week - EVERY ONE OVER $300M USD!

June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...