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

Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.

Four of the top 5 deals this week come out of foreign markets - Mexico, Sweden, France and Germany. We also have two deals in the blockchain sector - Solana Labs and Ledger. Big numbers again, this week, too. The smallest deal in the Top 5 came in at $180M with the "winner" - Swedish payments firm Klarna - topping out at $639M USD.

Technology’s role is supplemental to that of the advisor. It can’t replace the expertise and personal nature of the relationship, but it can add much-needed efficiencies that keep an advisor on-task and better able to focus their time on a client’s needs. Nowhere is that more necessary than the race to attract and retain the attention of high net worth clients.

BITCOIN is about to become legal tender for a sovereign country. Or, as one guy said on the moon, "One small step for Bitcoin, one giant leap for digital currency." Something like that anyway.

-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.

Advisors today face huge deficits in knowledge, services and products in the cryptocurrency space when compared to retail financial services firms. John Sarson has recognized this when he founded Sarson Funds and now has a full team working to fill the gap.

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

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

Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, today announced it intends to launch a product that is designed to give investors immediate access to funds upon the sale of U.S. equity securities, rather than waiting the customary two-day settlement period.