Publisher Notes for 2.17.21 Welcome to our latest edition of Digital Wealth News! Will Smith's investment in fintech, Ikea's venture into digital banking, bitcoin's meteoric rise to $50,000 - industry defining events are occurring NOW and we're covering them all for you here! Check it out! | Cindy Taylor, Publisher

News & Markets

Will Smith, J.J. Watt, The Chainsmokers Take on Robinhood. Hello Public!
Watch out Robinhood - there's a new trading app in town with some high level investors and an increasing footprint

Ikea Goes After Walmart & Alibaba in Digital Banking Wars
Ikea has now joined the growing ranks of mega-retailers offering digital banking and fintech products to their customers

Here Come the Fintech SPACs
A flurry of "SPAC-tivity" has taken place in the fintech sector, headlined last week by the acquisition of MoneyLion by Fusion Acquisition Corp.

Recent Market Disruption Escalates Interest in AI-Driven Asset Management
Wealth management firms are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes

Top 5 VC Deals of the Week in the Digital Wealth Sector (2.17.21)
Our top deal this week exceeded $200M and went to a Canadian proptech - more evidence the RE market is growing in wealthtech

Fintech Luminaries - Meet Sally Outlaw of Worthy Financial
Outlaw shares how Worthy Financial helps the "98%" painlessly save & invest while also helping businesses get better access to capital

Thought leaders

Wealthtech Insider (2.17.21) In this week's column for the Wealthtech Insider series, Orion's CMO Kelly Waltrich discusses three key filters to apply to any digital content to make sure it will catch the attention of investors, and how technology can link your content strategy to your broader marketing initiatives

The Grail With Keith Gregg (2.17.21) In the latest installment of The Grail, Keith Gregg discusses how "in business and life, if you are not experiencing growth, you're possibly dying"

The Taylor Report (2.16.21) Bill Taylor, CIO of Entoro Wealth, compares & analyzes price movement in BTC, ETH, Gold & the S&P 500 for the week and gives us his take on it all

Industry Press

• FICO Survey Finds Shadow Banking Siphoning Bank Customers
• New Fintech Firm For Healthcare Payments Launches
• BNY Mellon Launches New Digital Assets Division
• Nationwide Expands Insurtech VC Fund to $350M USD

Principals Content

• WHITEPAPER: Power Your Firm's Value Proposition with a Financial Planning Strategy
• WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process
• Keeping Clients on Track for Retirement
• How To Close A Deal In A Virtual Environment