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Top 5 VC Deals of the Week in Digital Wealth (9/14/21)

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We hope you had a great Labor Day week and enjoyed the tail end of the summer season with a few extra days off. But this week we're back at it with a new roundup of the Top 5 VC deals in digital wealth.

Help! What Kind of Cybersecurity Investments Should I Make for Next Year?

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If there was ever a time for wealth management firms to build additional resources into their upcoming annual cybersecurity budgets, it’s now.

Cyber-attacks generally continue to rise as hackers from around the world grow bolder and more sophisticated, and though it has been a common tactic for years, ransomware seems to be having a moment in recent months.

Advisor Tech Talk: 9/7/21 (Summer Wrap Up)

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divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall. 

Q&A: Wealth Management Marketing Leader Susan Theder Joins FMG Suite

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he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.

CogniCor Selected for Morgan Stanley Multicultural Innovation Lab

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insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.   

Top 5 VC Deals of the Week in Digital Wealth (8/24/21)

This week we have some really interesting and diverse deals to review in our Top 5 VC Deals in Digital Wealth column - across multiple sectors and on 3 continents. And even though it's the dead of summer (though in Montana we're already moving straight into fall), there is still some big money moving around in the VC sector for fintech and digital wealth.

Top 5 VC Deals of the Week in Digital Wealth (8/17/21)

We've given up acting surprised when every deal each week continues to be over $100M in VC funding, and this week is no different. What I loved seeing is that the US was back in the driver's seat for the top deals internationally in financial technology.

Top 5 VC Deals of the Week in Digital Wealth (7/27/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and in the famous (non-sensical) words of Yogi Berra, "it's like deja vu all over again". ONE MORE WEEK with every deal at $100M USD+ and we even had to trim one - Employment Hero ($100M USD) - because we had 3 deals come in right at $100M and could only use two for our weekly story.

Advisor Tech Talk (7/21/21)

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Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.

The Week in Digital Wealth (7/20/21)

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.