VIDEO: Y’all Street Report with Jim Row (10/28/20)
Today, I’m going to discuss decentralized finance, better known as “DeFi”. I’ll define the term, go through the ins and outs, and tell you why you should pay attention to DeFi...
Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified...
Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.
Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report
Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...
Dealmaking Trifecta: Opportunity, Networking and the Wisdom of Big Data
DIGITAL DATA TOOLS
Big data is not a stagnant process and behind the scenes there...
The Grail with Keith Gregg (1/20/21)
Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.
An Optimized Approach to Investment Banking
The Entoro team combines technology with global strategic advisory, capital formation expertise, and in-depth industry knowledge to support...
The Taylor Report-Bitcoin vs Gold vs Ethereum (1/24/19)
By Bill Taylor, Contributor/Fintek Capital
We compare the price of Bitcoin, Ethereum, & Gold,...
WHITEPAPER: Behavioral Alpha – An Advisor’s Greatest Value
Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.
VIDEO: Y’all Street Report with Jim Row
Jim Row of Entoro Capital discusses Robinhood and what you should know about its operations and how it makes money...
The Times They Are a-Changin’: Automating Workflows in Financial Services
Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.