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Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round!  Read up! 

Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

Earnings season is underway, and banks are obsessed with their chief rivals — fintechs. VCs can’t get enough of fintechs either, but in a good way as funding levels continue to rise. Meanwhile, neither cryptocurrencies nor fintech stocks have been able to win over investors so far in 2022, except for one meme coin. Amazon and Visa have found a way to coexist in the U.K. 

Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.

Greetings Fintech Friends! This week we dive into the long term market implications of real estate tokenization, hear from one more group of fintech C-suites in the last of our "2022 Predictions in Digital Wealth" series & reflect on why being the FIRST in fintech adoption isn't always the BEST place to be. Read up!

This week, advisors are strengthening their lead generation capabilities, looking to fintech and holistic distribution solutions, making acquisitions and more. Meanwhile, it’s getting easier for financial institutions to access cryptocurrencies thanks to tech innovation.