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Top 5 VC Deals of the Week in Digital Wealth (11/16/21)

This week we're back with a fresh round of new Top 5 VC deals, and out top deal came in at $450M this week, with every deal, once again, well about $100M USD.

Advisor Tech Talk: 11/9/21

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The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.

The Week in Digital Wealth (11/9/21)

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Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping. 

Advisor Tech Talk: 10/26/21

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M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  
NEWS BRIEF 2

Orion Cash & Credit Brings Banking to Fiduciary Wealthtech Platform

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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.

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

The Week in Digital Wealth (10/12/21)

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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.

Top 5 VC Deals of the Week in Digital Wealth (10/5/21)

Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.

Advisor Tech Talk: 9/21/21

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Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches. 

Advisor Group Enhances Cybersecurity Preparedness with Appointment of New CISO

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Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.