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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.

For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

Skience, a leading digital enablement solution and consulting provider, today launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.

Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists

Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.

Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.

Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.

Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.