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Fintech is exiting 2021 with a bang. IPOs and M&A are on the horizon, while venture capital is shaking things up. Crypto may have lost one battle but it has its sights set on winning the war. BNPL is tapping the capital markets, and fintech stocks could be a bubble just waiting to happen, according to one veteran PE exec.  

When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has only become more complicated.

How “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation

CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.

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

Advances in technology and industry consolidation are blurring the once-tidy lines between different players in the financial services world. Broker-dealers moving beyond commission-based service adopt tech and more.

M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  

To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.

The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.  

Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.