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Top 5 VC Deals of the Week in Digital Wealth (8/10/22)
This will be a short but sweet fintech funding VC overview today, as we've had a lot...
The Week in Digital Wealth (3/1/22)
Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts on the heels of officially legalizing the trade of crypto in the country this week.
The Taylor Report (2/22/22)
CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.
d1g1t Inc. Enters Deal with Raymond James Ltd. to Deliver WealthTech Solutions
d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.
REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases
DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.
4 Tips for Improving Your Financial Advisor and Client Relationship
Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor.
WEALTHTECH INSIDER: Will Model Portfolios Hurt Your Business? Deconstructing the Arguments
In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.
Orion Teams With FeeX For Management of Held-Away Assets
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.
Nationwide Expands Insurtech VC Fund to $350M USD
Nationwide is announcing it is expanding its venture capital investment fund to $350 million. The funding will be directed into high-growth potential insurance and financial services startups that directly advance Nationwide's strategy and enable even greater customer value
Top 5 VC Deals of the Week in the Digital Wealth Sector (11/18/20)
Deal flow was back at it this week, but with lots of chop, in...