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DWealth Muse Podcast Series: Episode 16 – Improving Financial Transactions with Biometrics Technology

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

K1 Makes $120 Million Growth Investment in ComplySci

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Regtech companies with proven products and seasoned leadership teams are well-positioned for further growth, if the latest deal between K1 Investment Management and ComplySci is indicative of what’s ahead in the fintech space.

Publisher Notes For 6/9/21

Friends, today our newsletter is packed with SO MUCH great content, including venture deals that ALL exceed $300M USD in one week, a LOL read from Bill Taylor in the Taylor Report and a new podcast delving into the NFT craze, plus much more! Read up!

The Taylor Report (6/8/21)

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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.

WEALTHTECH INSIDER: Wealthtech’s Role In Laser-Focused, High Net Worth Service

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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.

El Salvador Rocks Bitcoin World. Pay Attention.

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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.
Press Release 4

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

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-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.

REAL CLEAR CRYPTO: Where Are All The Good Cryptocurrency Funds For Advisors?

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.

Advisor Tech Talk (6/9/21)

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The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.
Press Release 3

Practifi’s Rapid Growth Continues With Sales Team Expansion

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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.