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Advisor Tech Talk: 1/18/22

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The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

The Week in Digital Wealth (1/18/22)

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Earnings season is underway, and banks are obsessed with their chief rivals — fintechs. VCs can’t get enough of fintechs either, but in a good way as funding levels continue to rise. Meanwhile, neither cryptocurrencies nor fintech stocks have been able to win over investors so far in 2022, except for one meme coin. Amazon and Visa have found a way to coexist in the U.K. 

Advisor Tech Talk: 1/11/22

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This week, advisors are strengthening their lead generation capabilities, looking to fintech and holistic distribution solutions, making acquisitions and more. Meanwhile, it’s getting easier for financial institutions to access cryptocurrencies thanks to tech innovation. 

The Week in Digital Wealth (1/11/22)

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Discussions between the U.S. and Moscow could lead to sanctions on Russia targeting the financial and tech sectors. Meanwhile, the CEO of a major tech company has decided if you can’t beat them, join them in fintech.

Top 5 VC Deals of the Week in Digital Wealth (1/4/22)

With the holidays, we took a week off from this column, but we're back at the end of the year and HOLY CANNOLI - have we got some big deals to include - including a $1B Equity transaction. Just goes to show that you can't be asleep at the wheel if you're covering the fintech sector - it doesn't sleep - and the money keeps flowing in ever larger transactional amounts.

Advisor Tech Talk: 1/4/22

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Advisors and wealth managers have set their sights on growth in 2022 across carve-outs, hiring, product innovation, and education. Meanwhile, one of the world’s largest asset managers has suffered a tech failure, leaving customers unable to access their accounts when they needed to the most. Below is a roundup of the latest press releases. 

The Week in Digital Wealth (1/4/22)

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Fintech CEOs must be keeping their New Year resolutions close to the vest. Nevertheless, we still rounded up the latest happenings across the industry, including how banks are responding to the spread of the omicron variant.

2022 Market Predictions in Digital Wealth from the C-Suite, Part I

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It's that time of year, friends, when we look to the best and brightest across the many sectors of financial technology and digital wealth to share their prognostications for what the New Year may hold in 2022.

WEALTHTECH INSIDER: Six Tips From Small Businesses For New RIAs

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Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow.

The Week in Digital Wealth (12/28/21)

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Inflation might be in the air, but that hasn’t stopped American consumers from shopping online and at physical stores this holiday season in a rush to beat the supply chain blues. BNPL has come into its own in 2021.  Mastercard and Visa both have their sights set on digital payments. Credit unions want more control over their crypto holdings. And billionaire tech entrepreneur Jack Dorsey is stirring the pot in the VC community.