DWealth Muse Podcast Series: Episode 1 – The Reddit Rebellion

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DWealth Muse, with host Dara Albright, is a new weekly podcast that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wave of technological and regulatory change headed to finance as it shifts to a digital, decentralized system.

Will Smith, J.J. Watt, The Chainsmokers Take on Robinhood. Hello Public!

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Public is a stock trading firm that aims to be the "anti-Robinhood" of public markets, has a more social focus and does not sell its investor's order flow.

Recent Market Disruption Escalates Interest in AI-Driven Asset Management

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With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.

Quietly, a Massive Fundamental Way Business is Transacted is Taking Place

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With news headlines blasting stories about COVID, the new Biden administration, the GameStop/Reddit/Robinhood/Market Democratization drama, Bitcoin/Elon Musk, etc., there is a huge transformation in business architecture going on..

GameStopping the Way to Decentralized Finance (DeFi)

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Great transformations are often marked with nouns developing into verbs. Phoning. Texting. Facebooking. Tweeting. And most recently, GameStopping.

Post-GameStop, Future Compliance Risks Could Reshape Wealthtech

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For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.

Direct Indexing: 2020’s Surge is Just the Beginning

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Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Market Democratization or A Fool’s Errand?

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Remember years ago when a group called "Occupy Wall Street" set up camp on........Wall Street........and were going to "democratize" the banking industry? Remember loan decisions were going to be made by committee by wiggling their hands either up or down for approval?

Fake News? From the Treasury?

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Speaking recently at a Senate Finance Committee hearing, Dr .Yellen commented; “I think many (cryptocurrencies) are used, at least in a transaction sense, mainly for illicit financing. And I think we really need to examine ways in which we can curtail their use, and make sure that anti-money laundering doesn't occur through those channels.” Now if you buy into that line of thinking you may be very surprised to know that the data just does not support Dr. Y's comments (and Daffy didn't win an Academy Award).

How an Investment Group on Reddit Can Return Democracy to Stock Markets

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The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.