Home Search
custodia - search results
If you're not happy with the results, please do another search
World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial.
"We are excited...
REAL CLEAR CRYPTO: Crypto Wallets – The Custodial Vessel For All Digital Assets
Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.
HUB Security Teams with Marsh to Offer Unique Insured Storage Solution for Digital Asset...
TEL-AVIV, Israel, Oct. 1, 2020 /PRNewswire/ -- HUB Security, a leading hardware cybersecurity solutions provider, announced today its collaboration with...
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
Advisor Tech Talk (Week of 11/13/24)
After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...
AI & Finance™ | News for the Week Ending 11/8/24
Lord help me, I’m getting out my soapbox.
This week on AI and Finance we do have a strong list of headlines to get to,...
Advisor Tech Talk (Week of 11/6/24)
Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...
AI & Finance™ | News for the Week Ending 11/1/24
Another week is upon us, and it was a busy one for artificial intelligence in the financial services. Before we get to a huge...
Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...
Disrupting Wallets: FusionIQ Brings Wealth Management Into Everyday Transactions
The gap between digital payments and wealth management has long stood out as a conspicuous void – but one wealthtech provider is taking the...