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Top 5 VC Deals of the Summer in Digital Wealth (9/7/21)

Now that we're officially post-Labor Day, we're looking at the top 5 largest fintech deals of the summer, and there have been some whoppers. To give you a perspective, the LOWEST funding level in this Top 5 list for the summer was a $500M Series G for equity management system Carta. The top deal came in at $1B+ (yes, "B") for NC-based financial reporting software firm insightsoftware.

REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto

For over 350 years, the nation-state system has been the cornerstone of Western politics as people who shared national characteristics created geographical boundaries & sovereign governments to manage them.

WEALTHTECH INSIDER: Orion’s New Mandate – Close the Investor Behavior Gap

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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.

Advisor Tech Talk (8/31/21)

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Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space. 

Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth

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Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.

The Taylor Report (8/24/21)

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What's new? Covid Delta variant creating havoc and concerns ..... Afghanistan withdrawal headaches ..... Summer coming to an end ...... yadda, yadda yadda ..... BITCOIN hits $50K as rally continues.

The Taylor Report (8/17/21)

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What's new? Other than Afghanistan.....not much.....August is traditionally slow and the last two weeks before the end of summer is even slower.....BITCOIN seems "comfy" around $46K.

End of Summer Tidbits and News Follow Ups in Digital Finance

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Bye bye Summer. The end is near. The last two weeks of August are famous for being extremely dull in financial markets and so it is again. So, with a dearth of news (and general malaise of interest) in the financial and fintech markets, here are some follow ups and updates from some "hot" pieces that made headlines the past couple of months.

REAL CLEAR CRYPTO: Institutions are Herding Into Crypto

John Sarson first started thinking about bitcoin as an investment opportunity in 2015. At the time, he was managing his own RIA firm focused on ETFs and low-cost trend-following investments.

DWealth Muse Podcast Series: Episode 25 – Why Bitcoin is a “Once-in-a-Species” Asset...

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