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The Grail with Keith Gregg (3/10/21)
We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business.
Envestnet | Yodlee and Productfy Enter Partnership for Early-Stage Startups to Embed Financial Products
Envestnet | Yodlee announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that provides embedded financial products
Crypto Tax & Accounting Firm TaxBit Announces $100M Raise
TaxBit, which offers cryptocurrency tax and accounting automation software announced today a record-breaking $100 Million Series A funding round
WEALTHTECH INSIDER: What Does Scalability Look Like After A Year of Remote Service?
As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.
The Grail with Keith Gregg (3/3/21)
We’ve all heard the expression, “Rome wasn’t built in a day.” Well, the same holds true for your business; it takes time and effort for your business to evolve and gain prominence.
Women Struggle in the Fintech Landscape
Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists
OpEd: Democratized Markets Still Need Ethics, Right?
While regulators, lawyers, politicians and investors begin to sort out exactly what happened in this debacle, one thing is abundantly clear. Some people made a LOT of money with the recent GameStop trade and a lot of people LOST a lot of money
The Grail with Keith Gregg (2/24/21)
Monetizing your business is the culminating and selling of your life pursuits. It can be an emotional time, even bittersweet, as you celebrate your successes yet bid adieu to everything you’ve worked so hard to achieve.
How ETF Innovation And Mainstreaming Of Fintech Converged Last Week
The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds.
RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model
The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.