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Top 5 VC Deals of the Week in Digital Wealth (11/9/21)

This week we're back with a fresh round of new Top 5 VC deals, and the funding numbers continue to exceed $100M+ and cover the globe, though most were out of the US this week. This week's top deal came out of the Philippines - the other four top deals all came out of California. Hospitality, NFT gaming and payments platforms were amongst the categories funded

The Week in Digital Wealth (11/9/21)

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Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping. 
Webinar

CE WEBINAR: Preparing Financial Advisory Firms for the Great Generational Wealth Transfer

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The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million U.S. households will transfer more than $68 trillion over the next 25 years. 

Publisher Notes For 11/2/21

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Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!

Advisor Tech Talk: 11/2/21

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Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.  

Top 5 VC Deals of the Week in Digital Wealth (11/2/21)

This week we're back with a fresh round of new Top 5 VC deals, and the numbers continue to sky-rocket into the HIGH hundreds of millions and deals in the $200M+ range that are TOO small to make this week's list. Shocking, isn't it?

The Week in Digital Wealth (11/2/21)

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Facebook is now Meta. Fiserv is doing its part to bolster crypto mainstream adoption among consumers and merchants. Fintechs are coming to America for their IPOs. Mark Cuban’s NBA team is going further down the bitcoin rabbit hole, and Visa is in the hot seat with regulators.  

Publisher Notes For 10/26/21

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Greetings Fintech Friends! This week we explore the Budget Reconciliation Bill and its impact on American prosperity, delve into Mastercard's major new leap into crypto and report on a $900M funding round for a Berlin-based mobile banking app plus more. Read up! Cindy Taylor, Publisher

WEALTHTECH INSIDER: 3 Reasons Why Digital Banking is Taking Off in the RIA World

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Advances in technology and industry consolidation are blurring the once-tidy lines between different players in the financial services world. Broker-dealers moving beyond commission-based service adopt tech and more.

Top 5 VC Deals of the Week in Digital Wealth (10/26/21)

This week we're back with a fresh round of new Top 5 VC deals, and again, we're seeing major diversity this week in the types of deals getting completed.