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Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)

With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.

The Taylor Report (3/23/21)

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Don't make any new "bets" until this quarter is over. With a week to go, it is uncertain whether market participants will seek to "mark" portfolios up, or perhaps do some selling to lock in quarterly gains.

Has The Fed Taken Up “Trash Talking?”

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It looks like the Chairman of the Federal Reserve, Jerome Powell (or, JPow), and his new "sidekick" Treasury Secretary Janet Yellen (JYell?) have realized they may have a big problem on their hands.
Press Release 2

Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations

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Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

FP Alpha launches new tax tool for advisors, The Tax Snapshot

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FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return

Publisher Notes For 3/24/21

Greetings from Digital Wealth News™ ! Our latest exploits this past weekend...

A Look At Advisor-Facing Fintech From Three Different Vantage Points

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The world looks different depending on what level of advisor-facing fintech a company operates on.

Coming to a Location Near You: Bitcoin ATMs

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A lot of people are beginning to use a Bitcoin ATM and those devices are popping up at more and more locations at very rapid pace.

The Grail with Keith Gregg (3/24/21)

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For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/24/21)

IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.