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Publisher Notes For 12/3/20
Holiday Greetings from Digital Wealth News™ !
Hoping this finds you and...
FMG Suite Announces Strategic Acquisition of Twenty Over Ten
FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals.
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.
Wealthtech & Advisory Firm deVere Group Reports High Interest Levels in Second Passports
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.
WEALTHTECH INSIDER: One of the Three Pillars of Success – Achieve
In previous Wealthtech Insider columns, I've defined three pillars of success between advisors and clients. Today, let's build the final pillar: Achieve...
The Grail with Keith Gregg (12/2/20)
I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; missing guests (and their side dishes)...
Advisor Domain: Email Archiving: The Broker-Dealer’s First Line of Defense with Regulatory Penalties
The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordkeeping and supervision obligations. In particular, one recurring area where significant penalties can be imposed is with a financial advisor’s outside business activities (OBA).
Purse Strings – An American Fintech For Women, By Women
One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.
Publisher Notes (11/25/20)
We hope you have a fun Thanksgiving planned - whether for one or ten or more - with masks - or not with masks - whichever you prefer. No judgements here. Just giving thanks for this wild, crazy year that has been 2020 and all the wisdom it has brought us.
The Taylor Report (11/24/20)
What's new? Basically......panic! Buy anything. Equities....crypto....etc. Looks like there will be multiple vaccines SO it can only mean more healthy people, more buyers.