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This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

By Gregory Bilecki TWIDW 4/4/22: Russia and Ukraine updates, Senator Warren is starting to worry...

Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.

It’s ten days until the tax deadline and I haven’t even started. That’s an old...

As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.

Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.

OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...

INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...