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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.  

The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.

Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.

Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher

Financial institutions continue to target fintechs on their radar, but one global investment bank is getting the wrong kind of attention for its upcoming deal. Companies are trying to differentiate themselves in the buy now pay later pool. The deal pipeline is filling with M&A, SPACs and IPOs, and crypto trading is all the rage. 

Actions by the Commission that include slow-walking certain fintech-related qualifications, including its sheer unwillingness to approve a cryptocurrency ETF, are just the tip of the iceberg. The latest threats by the SEC to sue cryptocurrency exchanges and its allusions to banning fintech revenue models altogether should have every American deeply concerned – especially when suggestions of such bans come just weeks following an IPO effective date.

Orion has built an end-to-end offering of technology, investment and support services to guide investors toward better financial behavior in the moment, which can ultimately lead to better outcomes over the long term.

Greetings, Fintech Friends! This week we delve into the potential pitfalls of Bitcoin Futures ETFs, learn about using tech for pro bono advisory services, and chat with Reema Tandon of real estate tokenization platform Yoonify plus more! Read up!