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Advisor Tech Talk: 9/21/21

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Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches. 

Publisher Notes For 9/14/21

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Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!

Advisor Tech Talk: 9/14/21

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Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

Advisor Tech Talk: 9/7/21 (Summer Wrap Up)

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divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall. 

Advisor Tech Talk (8/24/21)

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The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.

Publisher Notes For 8/3/21

Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!

Advisor Tech Talk (8/3/21)

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Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

Top 5 VC Deals of the Week in Digital Wealth (8/3/21)

This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?

Publisher Notes For 6/30/21

Friends, as we inch toward the 4th of July, a new week of action-packed content in the digital wealth sector awaits you including a riveting point/counterpoint dialogue, a phenom DWeatlh Muse podcast on false bitcoin narratives and an $800M VC deal, plus so much more. Read up!

Advisor Tech Talk (6/30/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.