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Post-GameStop, Future Compliance Risks Could Reshape Wealthtech
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
Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.
Top 5 VC Deals of the Week in the Digital Wealth Sector (2/10/21)
This past week saw a bit of a slowdown in the massive deals we've been seeing since the...
Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform
Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...
Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.
2020’s Rise Of Digital Retail Presaged The January Frenzy
The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.
Driving Client Engagement On Social Media
To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...
How an Investment Group on Reddit Can Return Democracy to Stock Markets
The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.
What Does It Mean To Be Financially Prepared In A Post Covid World?
The word COVID comes with an absolute cringe, doesn’t it? When it comes to finances, 2020 has served us with some life-altering situations...
The Grail with Keith Gregg (1/27/21)
Independence means freedom from outside control. However, it's not without outside influences or competitive forces. Today, there are well over 300,000 independent financial advisors and RAs. In fact, there are more independent business owners in financial services than there are employee advisors.