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Advisor Tech Talk: 12/21/21

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As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

Publisher Notes For 12/15/21

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A great newsletter this week with a look at NFTs and sports, Bitcoin ETFs and their performance after 2 months and a deep dive into the great intergenerational wealth transfer, plus more. Read (and listen) up!

Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity

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The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

EPISODE 42: The Explosion of Blockchain Unicorns and its Global Impact

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Top 5 VC Deals of the Week in Digital Wealth (12/14/21)

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

The Week in Digital Wealth (12/21/21)

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BNPL companies are in the spotlight, but not for the reasons they would want. Wall Street analysts have fintech stocks in their sights, while one China-based tech giant is looking to gaming to take some of the regulatory heat off in Beijing. Fintech M&A is alive and well, while an emerging fintech-focused VC firm with its roots in a major crypto exchange has entered the fray.

Publisher Notes For 12/7/21

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With the holiday season upon us, you'd think things would be slowing down but that's not the case in the fintech world.  More mega VC deals have just closed, the Fed is up to who knows what this season, and we just interviewed Congressman Tom Emmer in our podcast series about the future of crypto.  Read (and listen) up!

DWN Tech Awards

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As the leading source for news, analysis and insights at the intersection of...

Top 5 VC Deals of the Week in Digital Wealth (12/7/21)

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

Advisor Tech Talk: 12/7/21

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The Thanksgiving holiday may be over, but there is a feast happening in the advisor tech space. Financial advisors have access to a new crypto index for retail investors. Retirements are up and so are client incomes. AI is powering more wealth management support functions. And firms are making acquisitions right up to the end of the year.