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Advisor Tech Talk (4/19/22)

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My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...

Top 5 VC Deals of the Week in Digital Wealth (4/19/22)

With Easter week and more spring vacations behind us, last week brought a bit of a slowdown in...

REAL CLEAR CRYPTO: The Beating Heart of Next-Gen Crypto Development Is In… Wyoming?

The digital asset industry’s U.S. center could soon be the sparsely populated, scenic western state of Wyoming, said John Sarson, CEO of Sarson Funds.

Advisor Tech Talk (4/12/22)

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Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

Top 5 VC Deals of the Week in Digital Wealth (4/12/22)

This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.

Advisor Tech Talk (4/5/22)

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It’s ten days until the tax deadline and I haven’t even started. That’s an old...

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

Top 5 VC Deals of the Week in Digital Wealth (4/5/22)

Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...

Publisher Notes For 3/29/22

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher
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Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...

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OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...