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Top 5 VC Deals of the Week in the Digital Wealth Sector (3/3/21)

We saw three deals close this past week in excess of $100M - two in the US and one in a new market for us - South Africa.

Fintech Luminaries – Meet Adrian Johnstone of Practifi

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We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.

The Grail with Keith Gregg (3/3/21)

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We’ve all heard the expression, “Rome wasn’t built in a day.” Well, the same holds true for your business; it takes time and effort for your business to evolve and gain prominence.

Women Struggle in the Fintech Landscape

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Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists

The Grail with Keith Gregg (2/24/21)

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Monetizing your business is the culminating and selling of your life pursuits. It can be an emotional time, even bittersweet, as you celebrate your successes yet bid adieu to everything you’ve worked so hard to achieve.

RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model

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The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.
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FICO Survey Finds Shadow Banking Siphoning Bank Customers

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While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.

IDnow & M-TRIBES Partner on AI-based Mobility Solutions

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IDnow, a leading provider for Identity Verification-as-a-Service solutions and M-TRIBES, end-to-end software provider for transportation companies, announce their strategic collaboration

The Grail with Keith Gregg (2/10/21)

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Let’s dive deeper into our discussion on the ROI Power that Chalice Network membership gives you. We demonstrated that even if you focus on only a handful of ways that Chalice helps your team, it’s easy to see the value far outweighs the cost of membership.

Financial Lifestyle Changes In A Post Covid World

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The past three months have provided behavioral economists and psychologists with the perfect setting to evaluate consumer spending habits under extreme constraints. Denied of the opportunity to divulge in their most common spending habits...