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Driving Client Engagement On Social Media

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To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...

The Grail with Keith Gregg (2/3/21)

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Running a small and midsize business is one of the most challenging professions there is, period. There are so many facets to the jewel that is your business that it’s dizzying trying to manage, improve and make each one shine brightly.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/27/21)

The fintech VC spigot continues to burst, with all five deals in our listing this week, again continuing to exceed $100M. This seems to be an ongoing trend for the sector, as the money continues to flow.

WEALTHTECH INSIDER: Five Reasons Why Planning Goals Fail

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Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/20/21)

This week, we had some MAMMOTH deals in VC in the fintech sector, with three of the five based in the US, and the other two in London and Vietnam. Also, this week saw some VERY big funding rounds. If this is indicative of what 2021 holds in the fintech VC arena, now that we are officially back at work post-holiday season, we're in for some whopper deals. I wouldn't be surprised if we something at $1B or more at this point.

Visa Abandons Plaid Deal After Antitrust Concerns

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The $5.3 billion deal between Visa and Plaid collapsed due to a government antitrust lawsuit. The U.S. Justice Department called Visa a "monopolist in online debit transactions."
Press Release 4

Wolters Kluwer to Acquire eOriginal

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Wolters Kluwer Governance, Risk & Compliance (GRC) has signed an agreement to acquire eOriginal, a leading provider of cloud-based digital lending software, for approximately €231 million in cash.
Kevin

Fintech Luminaries – Meet Kevin Adams of Raymond James

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Kevin Adams, Senior Vice President of Wealth Management Technology at investment management firm Raymond James.
fintech

Where Is the Fintech Industry Now?

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Many ascribe the modern fintech movement to the passage of the JOBS Act of 2012, and it was important because it opened the door for the P2P and crowdfunding industries to rise up and evolve.
Press Release 1

Gemini Taps TaxBit To Provide Suite of Tax Services to its Users

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Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, will soon deploy TaxBit's Tax Center Suite technology to provide its users with completed cryptocurrency tax reports and tools to better monitor and optimize tax reporting.