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The Week in Digital Wealth (5/31/22)
By Christopher Robbins
In this week’s Advisor Tech Talk column, we discussed how the...
Top 5 VC Deals of the Week in Digital Wealth (5/31/22)
Hoping everyone enjoyed the long Memorial Day weekend and we're back at it this week with a...
WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.
The Week in Digital Wealth (5/24/22)
By Gregory Bilecki
TWIDW 5/23/22: No bottom for BTC currently in sight, FitRated puts their...
Top 5 VC Deals of the Week in Digital Wealth (5/24/22)
For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...
Taking a Leap: A Tech-Driven Liquidity Solution for Homeowners
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...
The Week in Digital Wealth (5/18/22)
By Gregory Bilecki
TWIDW 5/16/22: Terra’s reserve fund vanishes, hackers make off with $370m in...
Top 5 VC Deals of the Week in Digital Wealth (5/18/22)
Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...
The Week in Digital Wealth (5/10/22)
By Gregory Bilecki
TWIDW 5/9/22: Fed News & Market Impacts, SEC adds staff responsible for...
Top 5 VC Deals of the Week in Digital Wealth (5/10/22)
Big money flowing into fintech this week, but the top deals are smaller. And by "smaller" we...