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It’s important advisors learn to give advice and even comfort in a way that is consistent with research around “stickiness.” What follows is a four-part process, developed at the Orion Center for Outcomes, around giving clients advice in a way that influences behavior change.

Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce it has joined the Paxos Settlement Service, the blockchain stock settlement network powered by Paxos Trust Company. Paxos is the first regulated blockchain infrastructure platform that uses technology to tokenize, custody, trade and settle assets.

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, with another blockbuster week of fundings, and other $100M+ deals that didn't make the top 5 including Addepar ($150M) and PayCargo ($125).

Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a strategic partnership through which iCapital will provide private market investment opportunities complementing the sub-advisory solutions currently available to the Allfunds global distributor network.

The wealthtech space has been abuzz with M&A activity and new hires over the past week.

Tenacity Venture Capital today announced the launch of its inaugural fund, which will invest in transformative technology companies in the formation, pre-seed and seed stages. Founded by 25-year entrepreneur and investor Ben Narasin, the fund spins out with initial commitments from NEA as well as other leading investors and serial entrepreneurs.

A bevy of deal activity kept the fintech space in the spotlight once again. The pipeline of startups set to hit the public markets after Marqeta made a splash on the Nasdaq last week is building, and SPACs are still hot to trot. Payments platform Stripe has launched its own AI-fueled identity product, while the buy now, pay later trend continues to gain momentum.

-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...

The fintech ecosystem has expanded to include offshoots, such as insurtech and auto fintech, for example. It gives companies a unique calling card, and it seems everybody wants a slice of the fintech pie these days. You can’t blame them, given the rate at which fintechs are reaching unicorn status as Silicon Valley and Wall Street alike pile into these names. This past week was no different.