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WEALTHTECH INSIDER: Orion Thought Leader Q&A Series With Dr. Daniel Crosby
Today, we revisit an interview from the recent past with Orion’s CMO Kelly Waltrich and Dr. Daniel Crosby on the intersection of planning, behavioral insights, and tech for financial advisors
2021’s Major Investment Risks – But Why It Could Be a Year of Massive...
Investment headwinds will “still exceed the tailwinds” in 2021 – but there could be more “major opportunities now than in perhaps the last 10 years” if you know where to look.
The Experts Weigh in on Trends in Digital Wealth for 2021, Part 2
Last week we launched a "mini-series" on digital wealth predictions for 2021 from the top fintech minds in...
After Backing Companies Worth More Than $6 Billion With Initial Fund, Ross Fubini’s XYZ...
XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.
Fintech Luminaries – Meet Mark Contey of LaSalle St.
For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...
Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks
Cybersecurity is a hot topic in the wealth management industry, but in all the conversation about major breaches and new security paradigms, one audience is usually left out: small broker-dealer firms and RIAs.
Artificial Intelligence-Based Asset Manager AlphaTrAI Reinforces Talent, Resources with Advisory Council Expansion
AlphaTrAI is adding the founder of a prominent wealth management M&A firm and a leading tech venture capitalist to its advisory council, while also making a former president of LPL Financial the council’s chairman, the firm said today in a press release.
Purse Strings – An American Fintech For Women, By Women
One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.
Adviser Domain – New Risk Alert Issued From SEC Includes Cybersecurity
It’s a busy, yet short week for advisers. So, I wanted to provide a brief recap on some of the stories we’ve focused on this year at Adviser Domain. But first – an important update from the SEC...
Is PayPal (and others) Creating a Bitcoin Shortage?
Over the last several months there has been a steady stream of reports that firms such as MicroStrategy, Square and others have moved to buy bitcoin to use for their cash reserves