Home Search
Fund - search results
If you're not happy with the results, please do another search
REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto
For over 350 years, the nation-state system has been the cornerstone of Western politics as people who shared national characteristics created geographical boundaries & sovereign governments to manage them.
Top 5 VC Deals of the Week in Digital Wealth (8/31/21)
This week's roundup of the Top 5 VC deals in digital wealth leaves several $100M+ deals off the list. Here we are again, with every deal in excess of $100M and three offshore.
Fintech Luminaries – Meet Patrick Murray of STP Investment Services
For our latest Fintech Luminaries feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.
The Week in Digital Wealth (8/31/21)
The buy now pay later niche is becoming a phenomenon after attracting e-commerce giant Amazon, with ripple effects being felt all the way to Japan. The M&A pipeline is growing stronger as the final quarter of the year approaches, and the blockchain is getting greater validation. Let’s dive in.
Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth
Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.
CogniCor Selected for Morgan Stanley Multicultural Innovation Lab
insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.
Publisher Notes For 8/25/21
Greetings, Fintech Friends! This week we delve into the potential pitfalls of Bitcoin Futures ETFs, learn about using tech for pro bono advisory services, and chat with Reema Tandon of real estate tokenization platform Yoonify plus more! Read up!
A Bitcoin ‘Futures’ ETF? Ready, Set, STOP!
Bitcoin ETF just rushed over to door number two. Yells of "let me in" are getting very loud. So what's behind door number two? Bitcoin futures. Recently the SEC dropped hints they MAY be receptive to ETFs that will trade in bitcoin futures rather than the cryptocurrency itself. Thus the stampede and excitement got all the management firm's juices flowing.
Advisor Tech Talk (8/24/21)
The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.
REAL CLEAR CRYPTO: Ethereum Shines for NFTs, Real Estate Thanks to Smart Contracts
Whether you are talking about decentralized finance (DeFi), non-fungible tokens (NFTs), or digital real estate, Ethereum is in the conversation. John Sarson of Sarson Funds explains why.