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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)
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.
WEALTHTECH INSIDER: Three Ways To Attack The Behavior Gap With Wealthtech
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.
d1g1t AND CONQUEST PLANNING ANNOUNCE STRATEGIC PARTNERSHIP TO INTEGRATE KEY OFFERINGS
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)
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.
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
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
Publisher Notes For 4/14/21
Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.
Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...
Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.
Oh Robinhood. Not Again!
We all know the expression "where there's smoke there's fire," right? Well if you follow events at Robinhood (the commission free stock trading platform) you might feel you are following an arsonist. Fires just seem to continually pop up all around them and the smoke keeps billowing up.
Practifi Announces Integration with Schwab Advisor Center®
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.