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Advisor Tech Talk (6/9/21)
The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.
Top 5 VC Deals of the Week in Digital Wealth (6/9/21)
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!
Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital
June 02, 2021 10:00 AM Eastern Daylight Time
OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...
THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
The TIFIN GROUP, a fintech platform with over ten active operating companies for the asset and wealth management industry, announced the launch of FinancialAnswers.io.
Fintech Corner (6/9/21)
Financial firms now have a new option to operate in a manner that is compliant by design. Practifi, a business management platform for financial advisory firms, has launched a new compliance application to create a unique, custom-built compliance dashboard within a business’s operations.
The Week in Digital Wealth (6/8/21)
Fintechs continue to grab the spotlight on a global stage as venture capital chases startups and the pipeline continues to grow for more mature companies to list in the public markets, mostly through SPACs. The pace of deals does not appear to be slowing down as fintech billionaires are minted overseas while Asia and Latin America seek to raise their profile for tech innovation. The Robinhood of Pakistan’s investment app is one of two fintech related rounds just announced. And millennials are fueling a transformation in banks to a more digitized business model. Let’s dive in.
DWealth Muse Podcast Series: Episode 15 – Capitalizing on the NFT Craze
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Andes Wealth Technologies Named Finalists for Two 2021 Industry Awards
For the second year in a row, Andes Wealth Technologies, an innovative wealth technology company, has been selected as a finalist in the 2021 WealthManagement.com Industry Award in the Risk Tolerance and Client Profiling category, and for the first time, a finalist in the Portfolio Analytics category.
Fintech Luminaries – Meet Richard Napolitano of Advisor360°
Advisor360° helps banking, insurance, and independent broker-dealers as well as roll-up RIAs digitally transform themselves, increasing productivity and revenue while decreasing compliance risk and costs.
The Taylor Report (6/1/21)
What's New? FUD (fear, uncertainty, doubt).............Stabilization over the Memorial Day long weekend.....End of Month (May) came and now it's June....BITCOIN had one of its worst months ever dropping +/- 35%..........ETH held pretty well, only off less than 10% for all of May