iCapital Roars Forward into European & Asian Markets

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Alternatives investment platform iCapital has recently announced a new acquisition and several new offices & senior hires.

Financial Advisor-Focused WealthTech Takes Center Stage Once More

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Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1

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We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.

Threat Hit Voyager Digital – Crypto App Went Offline Monday, Resumes Trading Tuesday Morning

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Yesterday (12/28) around 1pm ET, the digital currencies app Voyager Digital went offline and has remained unavailable to customers for trades, etc. through Thursday morning.

Advisor Domain: Email Archiving: The Broker-Dealer’s First Line of Defense with Regulatory Penalties

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The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordkeeping and supervision obligations. In particular, one recurring area where significant penalties can be imposed is with a financial advisor’s outside business activities (OBA).

Options Visionary & Cboe Founder Joe Sullivan Passes

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Earlier this week, Cboe issued a statement announcing the passing of the exchange's founder Joe Sullivan on October...

Who Needs Santa! MacKenzie is Doing Just Fine

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Who needs Santa when you have someone like MacKenzie giving away billions (yes billions) of her Amazon fortune? $6 billion this year so far. And, she certainly learned how to distribute efficiently from all her firsthand experience making Amazon the behemoth it is today with ex-hubby Jeff Bezos.

Do You Know Who Left the VOO?

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We have a real "who done it" on our hands. Somebody took around $7 billion out of Vanguard's S&P 500 ETF.......symbol VOO.......in just one day last week. That amounted to roughly 4% of the fund's assets and looks like it was done in one large record setting trade. That's a really big deal.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/17/21)

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We're back this week with FIVE $100M+ VC deals, and the top one - BlockFi - at $350M

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/9/20)

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This week we saw YET ANOTHER British challenger bank receive funding this past week (gosh, there's a LOT of challenger banks out there now), plus an interesting new teen-based (you guessed it!) challenger bank out of SF. Also in this week's batch were an ATL-based payments app for e-commerce companies, an API platform for retail banking out of Chicago, and a credit card bill payment app out of India.