Publisher Notes for 4.28.21 Friends, we have some GREAT content for you to read today, including the tall tale of a publicly traded New Jersey deli. We also take a look at what happens to your crypto when you die (sorry!) and hear from the new CMO of Orion on the top 3 steps advisors should take to increase their social presence, plus more. Check it out! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 9, Modernizing and Democratizing Private Company Transactions
In this episode, host Dara Albright and guest, Carine Schneider, President of AST Private Company Solutions, discuss the technology enabling investors to readily trade private company stock

All Digital Assets Go to Heaven? Actually Purgatory, If You're Not Careful
This year, digital assets have dominated the news, but transferring those assets can be a complex affair, fraught with peril

Where's the Next Hot Sector? SPACs, NFTs, CRYPTO? NOPE! Think New Jersey Delis
Honestly, the headline truly says it all and you gotta read this to get the full color but you will be.... amazed at the story behind this piece

Homepoint's Embrace of Technology Shows Rising Importance of PropTech
Nation's third largest wholesale mortgage lender's tech driven approach could transform traditional mortgage servicing models

Top 5 VC Deals of the Week in Digital Wealth (4/28/21)
This week we bring you three deals from the US (NYC & SF), one from India and one from Amsterdam, a city we don't often see in this crowd

Fintech Luminaries: Meet Dr. Sindhu Joseph of CogniCor
This week we'd like you to meet Dr. Sindhu Joseph of CogniCor, an artificial intelligence-driven digital assistant platform for wealth management firms

And don't forget to check out our homepage for other great content, read up and GET YOUR SMART ON about the future of digital wealth!

Thought leaders

Wealthtech Insider (4.28.21) In this week's Wealthtech Insider column, Orion's CMO Kristin Petrick discusses three steps advisors can take to improve their social media presence

Fintech Corner (4.28.21) Lindsey Hanson of Practifi makes the case for why advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success in this week's Fintech Corner column.

The Taylor Report (4.27.21) 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

Curated Industry Content

• Why Advisors Need More Than a CRM
• WHITEPAPER: Power Your Firm's Value Proposition with a Financial Planning Strategy
• 4 Ways Practifi is Compliant By Design
• Five Ways the Orion Client Portal Will Transform Your Client Relationships

Industry Press

• Orion Aims For New Horizons With Trio of New Growth and Marketing Leaders
• CircleBlack Partners with Robertson Stephens to Launch the Firm's Wealth Management Digital Hub
• Andes Wealth Technologies Launches Total Client Onboarding and Communication Platform
• vigtec.io Launches Investing Discovery and Competitive Intelligence Trading Platform to Empower Next-Gen Investors