ss - search results

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!

June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...

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.

Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.

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.

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

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.

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.

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