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Publisher Notes For 12/16/20
Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.
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.
21 Financial Resolutions for 2021
It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.
SEC’s FinHub – Stand Alone, or Stand Next To?
The SEC has had the Strategic Hub for Innovation and Financial Technology, or FinHub, around for a few years but it was just announced that FinHub will now become a stand alone office
WEALTHTECH INSIDER: How Advisors And Their Clients Can Achieve Success By Leveraging Technology
Today, Brendan McConnell, Orion’s Executive Vice President of Enterprise and TAMP Products, explains how advisors and their clients can achieve success by leveraging technology to more directly serve their needs and goals with more personalized investment solutions...
Blockchange and IRA Financial Partner to Enable RIAs to Manage Crypto Assets in Qualified...
Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of a financial advisor. The arrangement allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of cryptocurrencies.
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.
Is Fintech’s Future Investing with 13 Year Olds?
Now - there are digital banks for teenagers (Step comes to mind and we just reported on them recently). There are platforms that enable you to gift your teen with fractional shares of stocks, like Stockpile and GiveAShare. All well and good - we love seeing platforms come out that help our young'ns become financially savvy and begin building portfolios.
THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip
THE TIFIN GROUP today announced that its portfolio company, 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale, has entered into a definitive agreement to be acquired by J.P. Morgan Asset Management.
Fintech Luminaries – Meet Steve Ehrlich of Voyager Digital
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.