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The Grail with Keith Gregg (1/20/21)

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Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/20/21)

This week, we had some MAMMOTH deals in VC in the fintech sector, with three of the five based in the US, and the other two in London and Vietnam. Also, this week saw some VERY big funding rounds. If this is indicative of what 2021 holds in the fintech VC arena, now that we are officially back at work post-holiday season, we're in for some whopper deals. I wouldn't be surprised if we something at $1B or more at this point.

Fintech Luminaries – Meet Sanjeev Kumar of Skience

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For this installment of the Fintech Luminaries series, we'd like you to meet Sanjeev Kumar, CEO and Co-Founder of Skience, a Herndon, Va.-based provider of digital workflow solutions and consulting services. The company enables financial services and wealth management firms to transform their core business operations and reach new levels of integration and efficiency, while unlocking new growth opportunities.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/13/21)

Fintech venture deals surged in the first and second weeks of January, with several mega-deals occurring in the US offshore. India, Germany and the Philippines each saw deals closing in excess of $100M USD within the fintech sector and two US deals rounded out the top 5 for this past week.

Fintech Job Market Holds Steady, with Shortages of Mid-and Senior-Level Talent

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London-based Computerweekly.com is reporting that fintech- and payment-sector related jobs bounced back significantly after a brief drop-off after the initial Covid 19 lockdowns.
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Alphatrai Publishes White Paper On Investment Portfolio Construction Through Understanding Risk

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AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”
Press Release 2

MX Partners With Hydrogen To Drastically Cut Development Time For Embedded Finance

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MX, the leader in open finance and creator of the Money Experience category, today announced an integration partnership with Hydrogen to empower financial technology developers to build sophisticated fintech applications in minutes.

Crypto is Going to the Moon. But MARS?

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Almost everyone has seen that cryptocurrencies have lately been.....well, a real moonshot. Bitcoin, ether and the lesser known digital currency names have had quite a blast off.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/6/21)

With the holidays, closings of deals the last week were a little "shy" but we did see activity the week leading up to Christmas, and since we did a 2020 trend piece on the fintech venture sector last week, we thought we'd reach back a little further than usual for this week's "weekly" report.

Keeping Clients on Track for Retirement

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Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...