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Fintech Corner (6/23/21)
Fintech Corner

Fintech Corner (6/23/21)

Most advisory firms want to scale, but not all of them can. One of the biggest obstacles to scaling is not having the right technology in place, said Adrian Johnstone,…

By DWN Staff · Jun 22, 2021
Advisor Tech Talk (6/23/21)
Advisor Tech Talk

Advisor Tech Talk (6/23/21)

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adap…

By DWN Staff · Jun 22, 2021
Top 5 VC Deals of the Week in Digital Wealth (6/23/21)
Top 5 VC Deals | Fintech

Top 5 VC Deals of the Week in Digital Wealth (6/23/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, with another blockbuster week of fundings, and other $100M+ deals that…

By Cindy Taylor · Jun 21, 2021
D.A. Davidson & Co. To Acquire Marlin & Associates
Industry Briefs

D.A. Davidson & Co. To Acquire Marlin & Associates

D.A. Davidson Companies announced today that it has entered into a definitive purchase agreement to acquire Marlin & Associates, one of the most active investment banks…

By Cindy Taylor · Jun 21, 2021
The Week in Digital Wealth (6/22/21)
Week in Digital Wealth

The Week in Digital Wealth (6/22/21)

Fintechs are increasingly coming into their own, with investment banks hunting ways to rub shoulders with the digital crowd. In the past week, JPMorgan made a splash wit…

By DWN Staff · Jun 20, 2021