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Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.

iCapital Network®, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and KKR, a leading global investment firm, today announced that iCapital RF Adviser, a registered investment adviser and subsidiary of iCapital, has been appointed investment adviser of the iCapital KKR Private Markets Fund.3

Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.

Fintech has a metaphorical chocolate and peanut butter. The chocolate would be decentralized finance, fintech applications that put the power of banking, lending and investing directly into the user’s hands, with less reliance on financial intermediaries, or no reliance on them at all.

In what is surely a MOST uncanny coincidence, two major fintech SPAC deals were recently announced at $5 Billion dollar valuations First, what are the odds, and second, HOLY CANNOLI, that's a lot of money.

Insurance and crypto. Those categories were the two big winners this past week in fintech-focused venture capital with deals ranging from $80M-$100M.

Research from Finastra shows changing priorities for corporate banks and their customers over the next five years

As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.

Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists

Monetizing your business is the culminating and selling of your life pursuits. It can be an emotional time, even bittersweet, as you celebrate your successes yet bid adieu to everything you’ve worked so hard to achieve.