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The Grail with Keith Gregg (12/16/20)

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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.
Press Release 4

Wolters Kluwer to Acquire eOriginal

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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.
Press Release 3

PRIVATE CLIENT RESOURCES (PCR) AND d1g1t FORM STRATEGIC ALLIANCE TO DELIVER INTEGRATED SOLUTION TO...

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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.
zCindy-New

Publisher Notes For 12/9/20

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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!
Press Release 2

Startups Peer-Selected for Investment During Village Capital’s Finance Forward US 2020 Accelerator Program

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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.
Press Release 1

S&P Global and IHS Markit to Merge in All-Stock Transaction Valuing IHS Markit at...

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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)

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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

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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.
steve ehrlich

Fintech Luminaries – Meet Steve Ehrlich of Voyager Digital

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Steve Ehrlich is the CEO and Co-Founder of Voyager Digital LLC, a publicly traded crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets.
passport

Wealthtech & Advisory Firm deVere Group Reports High Interest Levels in Second Passports

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The CEO of international financial advisory deVere Group, Nigel Green, has recently issued a statement noting that anecdotally, the firm is experiencing unusually high numbers of clients requesting assistance with its citizen and residency service.