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After a robust first quarter in which fintech startups gripped the headlines for unprecedented VC fundraisings, the momentum continues. Last week was no exception — including a multi-billion dollar exit for a Utah-based fintech unicorn. In addition, fintech firms are raising capital at a dizzying pace in emerging markets, while they have also moved into the conversation for one of the hottest niches in crypto — central bank digital currencies (CBDCs.)

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out!

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.

Over the past two decades as clients and the financial industry itself shifted online, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged

CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this piece inasmuch as we're talking about publicly traded company, shockingly). Here's a recap of our latest content posted for our readers this week!

Even before the pandemic upended traditional prospecting channels, many advisors saw the potential advantages of embracing social media. Facebook alone had more than 2.7 billion monthly active users in 2020. But it hasn’t always been obvious to our industry what could - and should - be done with social media.

Property tech “is a good number of years behind the maturity of other spaces. Fintech, for example, has already dramatically re-shaped the world of wealth management, with many traditional wealth management businesses forced to adopt new technologies or fail.”

vigtec.io, (vigtec) a new consumer-focused investing discovery platform, emerged from Beta today, offering among the fastest real-time market data flows available, and determined to deliver affordable investing resources for all.

What do we need to know about the transfer of digital assets to make sure they don't get lost in the ether? According to one study only one in four consumers have someone in their life who knows all their usernames and passwords, so are consumers even prepared to pass on these assets?