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Designing First-Class Digital Experiences in a Post-Pandemic World
Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.
After Backing Companies Worth More Than $6 Billion With Initial Fund, Ross Fubini’s XYZ...
XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.
The Grail with Keith Gregg (12/16/20)
Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.
Wolters Kluwer to Acquire eOriginal
Wolters Kluwer Governance, Risk & Compliance (GRC) has signed an agreement to acquire eOriginal, a leading provider of cloud-based digital lending software, for approximately €231 million in cash.
PRIVATE CLIENT RESOURCES (PCR) AND d1g1t FORM STRATEGIC ALLIANCE TO DELIVER INTEGRATED SOLUTION TO...
Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced a new strategic partnership.
Publisher Notes For 12/9/20
Welcome to our latest edition of Digital Wealth News! New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news!
Startups Peer-Selected for Investment During Village Capital’s Finance Forward US 2020 Accelerator Program
Village Capital, with support from MetLife Foundation and PayPal, today announced that two startups, Manifest and Home Lending Pal, were selected to receive grant funding as a part of Finance Forward US 2020.
S&P Global and IHS Markit to Merge in All-Stock Transaction Valuing IHS Markit at...
S&P Global (NYSE: SPGI) and IHS Markit (NYSE: INFO) today announced they have entered into a definitive merger agreement to combine in an all-stock transaction which values IHS Markit at an enterprise value of $44 billion, including $4.8 billion of net debt.
The Grail with Keith Gregg (12/9/20)
Running a small business is not for the faint of heart. Myriad responsibilities, a surplus of critical decisions and ongoing effort to streamline your day-to-day activities can be dizzying...
Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks
Cybersecurity is a hot topic in the wealth management industry, but in all the conversation about major breaches and new security paradigms, one audience is usually left out: small broker-dealer firms and RIAs.