Happy Tuesday, Fellow Fintechers! 

In today’s newsletter, we hear from  Kelly Waltrich, CMO of Orion Advisors, who shares her journey into the rebranding process at the firm. We also learn from a recent Investor Insights study conducted by Morgan Stanley that HNW investors are now quite comfortable utilizing mobile technology to assist in managing their finances, but nowhere near as comfortable with cybersecurity, leaving them somewhat at odds between the two. Another article takes a look at a well-established money management firm with over $7.5 billion in AUM that is moving past quants and into machine learning for its next round of innovation. In addition, we delve into the ETF-like crypto fund currently being offered by VanEck and SolidX. It's "ETF-like" because pure bitcoin ETFs have yet to receive regulatory approval even as institutional investors want exposure to digital assets as part of their overal portfolios. Finally, we have a rundown of the week’s latest news in wealthtech, as well as take a deeper dive at HiddenLevers—both penned by our resident wealthtech expert Vasyl Solushchuk! 

Read up!
Cindy Taylor/Publisher