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Press Release 3

THE TIFIN GROUP Closes Series B Round with J.P. Morgan, Morningstar & Broadridge as...

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The TIFIN GROUP, a fintech platform with ten active operating companies for the asset and wealth management industry, today announced the closing of $22.3 million in series B funding and the addition of three strategic investors to its capital partner group

Janet Yellen Leads Reddit Chat Room to Scare Bitcoin Holders

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Try being Janet Yellen. Yes J-Yell, the new U.S. Secretary of the Treasury, certainly has her hands full. She is attempting to convince investors that printing gobs of money is non-inflationary and also convince global nations joining the U.S. in raising taxes is really good for them.

Fintech Luminaries – Meet Cash Lafferty of LiquidityBook

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we’d like you to meet our friend Cash Lafferty of LiquidityBook, a a full suite financial technology company with customized solutions for ALL securities firms and market participants who understand that innovative trading and messaging solutions will increase profitability while reducing unnecessary expense and risk

Top 5 VC Deals of the Week in Digital Wealth (4/21/21)

This week - all but one deal exceeded $100M USD in funding - again. The THREE deals topping $200M+ USD were in retail fraud protection, insurtech and neo-banking (back end platforms).

The Taylor Report (4/13/21)

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What's new? Lets start with one word.....COINBASE......the public offering of Coinbase happens on Wednesday. That's the BIG news of the week and certainly sets the tone for BITCOIN.

Coinbase Democratizing Financial Markets

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COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.

WEALTHTECH INSIDER: Three Ways To Attack The Behavior Gap With Wealthtech

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Once upon a time, advisors measured success with benchmarks, indices, and market returns. They’re still important, and robust performance reporting and portfolio management technology will always have a place in an advisor’s arsenal. But that’s no longer enough.
Press Release 1

d1g1t AND CONQUEST PLANNING ANNOUNCE STRATEGIC PARTNERSHIP TO INTEGRATE KEY OFFERINGS

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d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.

Fintech Corner (4/14/21)

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As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.
Press Release 2

Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline

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Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform