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Publisher Notes For 5/5/21

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out!
Press Release 1

Orion Teams With FeeX For Management of Held-Away Assets

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.

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

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

Fidelity Rolls out Sherlock Crypto Data Offering for Institutional Investors

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For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.

Publisher Notes For 4/28/21

Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this piece inasmuch as we're talking about publicly traded company, shockingly). Here's a recap of our latest content posted for our readers this week!

Where’s the Next Hot Sector? SPACs, NFTs, CRYPTO? NOPE! Think New Jersey Delis

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Feeling sad you missed out on the big money making run up in crypto? Outbid for that digital art NFT? Not invited into that SPAC that just merged with Elon Musk's spaceship? Well, don't despair. There is HUGE money in New Jersey delicatessens.

Top 5 VC Deals of the Week in Digital Wealth (4/28/21)

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.

All Digital Assets Go to Heaven? Actually Purgatory, If You’re Not Careful

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What do we need to know about the transfer of digital assets to make sure they don't get lost in the ether? According to one study only one in four consumers have someone in their life who knows all their usernames and passwords, so are consumers even prepared to pass on these assets?

DWealth Muse Podcast Series: Episode 9 – Modernizing and Democratizing Private Company Transactions

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

Fintech Luminaries – Meet Dr. Sindhu Joseph of CogniCor

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CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.