Industry Briefs

INX Limited, the blockchain-based platform for trading digital securities and cryptocurrencies in accordance with SEC, FINRA and EU regulations, announced the appointment of Itai Avneri as Chief Operating Officer (COO) and Jon Rios as Chief Compliance Officer (CCO).

Leading financial services firm FamilyWealth announces that Mugarian Investment Group, LLC (MIG), a wealth management firm with $65 million in assets under management/advisement has joined FamilyWealth.

EB-5 fund Managers are not investment experts yet they must make a momentous investment decision when it comes to the redeployment of investor funds. This decision can impact the chances of immigration success for investors — and possibly lead to legal challenges down the road.

d1g1t and FutureVault have formed a new strategic partnership. The two Toronto-based companies announced last week they are teaming together to provide firms and advisors an integrated offering that combines d1g1t’s portfolio management, trading, reporting, risk and analytics tools with FutureVault’s document sharing and retention capabilities.

Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...

Digital Wealth News™, a multi-tiered media platform covering the maturing fintech revolution, is pleased to announce that it will be airing a live broadcast of this year’s Global DeFi Summit, being held on June 24, 2021, beginning at 11am ET.

Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of financial advisory...

Sanctuary Wealth, the Indianapolis-based wealth management firm, has added another former wirehouse executive to its leadership team. Chris Shaw, previously a Morgan Stanley Managing...

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

Tenacity Venture Capital today announced the launch of its inaugural fund, which will invest in transformative technology companies in the formation, pre-seed and seed stages. Founded by 25-year entrepreneur and investor Ben Narasin, the fund spins out with initial commitments from NEA as well as other leading investors and serial entrepreneurs.