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Advisor Tech Talk (6/23/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.
NEWS BRIEF 3 Industry

As Ransomware Grabs Headlines, Demand for Entreda’s Cybersecurity Solutions Rise

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The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.
news brief 1

With Surging Interest in FinTech, d1g1t Completes New Round of Fundraising

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North of the US-Canada border, the temperatures might be cooler, but not when it comes to demand for fintech wealth management venture deals.
Press Release 2

Watch Global DeFi Summit Stream Live on Digital Wealth News on June 24th

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Digital Wealth News™, a multi-tiered media platform covering the maturing fintech revolution, is pleased to announce that it will be airing a live broadcast of this year’s Global DeFi Summit, being held on June 24, 2021, beginning at 11am ET.

Fintech Luminaries – Meet Michael Partnow of JIFFY.ai

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For our latest Fintech Luminaries feature on Digital Wealth News, we'd like you to meet Michael Partnow of JIFFY.ai, a global, enterprise-grade process automation company that helps organizations to automate end-to-end complex business processes across their front, middle, and back offices.

Top 5 VC Deals of the Week in Digital Wealth (6/23/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, with another blockbuster week of fundings, and other $100M+ deals that didn't make the top 5 including Addepar ($150M) and PayCargo ($125).

DWealth Muse Podcast Series: Episode 17 – How Conventional Financial Advisory Firms Can...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Press Release 3

D.A. Davidson & Co. To Acquire Marlin & Associates

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D.A. Davidson Companies announced today that it has entered into a definitive purchase agreement to acquire Marlin & Associates, one of the most active investment banks serving companies and investors across the financial technology and data & analytics industries.

The Week in Digital Wealth (6/22/21)

Fintechs are increasingly coming into their own, with investment banks hunting ways to rub shoulders with the digital crowd. In the past week, JPMorgan made a splash with a fintech investment while the IPO pipeline is filling in the U.S., as well as globally. PayPal is upping the ante for merchants as it boasts its prowess in the competitive payments landscape, while central bank digital currencies are all the rage.

The Taylor Report (6/15/21)

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Elon Musk changed his tune.....now comfortable with BITCOIN if mined "in a green way."...looks like he likes the $35K level, too.....Michael Saylor (MicroStrategy) floated a $500M bond to buy more BITCOIN.....filed for $1B secondary stock offering to.....you guessed it.....buy more BITCOIN