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Advisor Tech Talk (8/24/21)

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The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.

Orion Offers Free Financial Planning Tech For All Advisors With Pro Bono Clients

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To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial planning tool for advisors, free of charge to all advisors serving pro bono clients, regardless of whether they use Orion’s comprehensive wealthtech platform.

Top 5 VC Deals of the Week in Digital Wealth (8/17/21)

We've given up acting surprised when every deal each week continues to be over $100M in VC funding, and this week is no different. What I loved seeing is that the US was back in the driver's seat for the top deals internationally in financial technology.

Top 5 VC Deals of the Week in Digital Wealth (8/10/21)

D, and international in scope. I honestly sometimes feel guilty limiting this list to the Top 5 VC deals, because important deals OVER $100M USD are increasingly not making the cut for this column. But that's where the fintech VC market is headed - "to infinity, and beyond".

Overheard at FSI OneVoice: Top Four Tech Take-Aways for Wealth Management

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At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.

Top 5 VC Deals of the Week in Digital Wealth (7/27/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and in the famous (non-sensical) words of Yogi Berra, "it's like deja vu all over again". ONE MORE WEEK with every deal at $100M USD+ and we even had to trim one - Employment Hero ($100M USD) - because we had 3 deals come in right at $100M and could only use two for our weekly story.

Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund

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Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.

Top 5 VC Deals in Digital Wealth Thus Far in 2021

As I reviewed our columns going back to the first of the year, it was abundantly evident that the deal sizes have ratcheted up as the year has progressed. I'll also admit, it felt weird to leave out deals in the $500M - $600M range. But those did not make the list, incredibly.

Top 5 VC Deals of the Week in Digital Wealth (6/30/21)

This week, 3 of the top 5 deals were international - out of South Korea, Holland and China; The Chinese deal received funding from a Canadian teacher's pension fund - we thought that was interesting and rather unusual; In America, the two firms who made our list this week were in auto finance and wealthtech - two strong areas of financing in our country.

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.