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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.

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.

With the resurgence of COVID cases due to the rise of the delta variant, corporate America is responding by either setting new vaccine standards or postponing the return to in-office work until a later date. 

What's new? Not much ..... Delta variant of Covid grabbing lots of headlines ..... to shot or not to shot? ..... mask or no mask? ..... that's got center stage .....interest rates sink to over six month lows (go figure).

Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.

Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.

Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector. Another week - in the dead of summer - and I know this is getting aqfully redundant, but EVERY deal is over $100M USD AGAIN.

The coronavirus pandemic forever changed the technology and financial industries, said Emily Wilcox, chief operating officer at Practifi, a business management platform for financial advisory firms, offering opportunities for both to seek out different ways of doing business and reaching new customers.

Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.