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DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows Dynamic’s network of advisors to actively manage and trade on their clients’ 401(k), 403(b) and other held-away accounts without triggering custody, empowering advisors to actively manage some of their clients’ largest accounts as part of a comprehensive, balanced plan.

At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.

The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and in the famous (non-sensical) words of Yogi Berra, "it's like deja vu all over again". ONE MORE WEEK with every deal at $100M USD+ and we even had to trim one - Employment Hero ($100M USD) - because we had 3 deals come in right at $100M and could only use two for our weekly story.

The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.

Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.

ComplySci’s first quarter financial performance this year represented a “high water mark” of earnings growth for the firm, which has already been generating robust expansion for the past several years.