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REGTECH CORNER: ComplySci’s Amy Kadomatsu on Tech-Driven Employee Compliance Software

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ComplySci’s first quarter financial performance this year represented a “high water mark” of earnings growth for the firm, which has already been generating robust expansion for the past several years.

To ETF or not ETF. That Continues to be the Question.

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Here we are well past the halfway mark of 2021 and, once again, debates are popping up on when, or if, there will be a U.S. regulated Bitcoin ETF. Different time, same question. Will the SEC approve a BTC ETF? Will they not approve a BTC ETF? Or better yet, WHY won't they approve that coveted ETF? Yes, why oh why?

REAL CLEAR CRYTPO: Why Gradual Institutionalization Could Rapidly Accelerate Tokenization Of The World

According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.

Fintech Corner (7/20/21)

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Technology has long been a force for unity within financial services firms, but not always in a good way. Historically, companies relied on a patchwork of technology amalgamated over time, offering little in the way of data-sharing.

Top 5 VC Deals of the Week in Digital Wealth (7/21/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector. Another week - in the dead of summer - and I know this is getting aqfully redundant, but EVERY deal is over $100M USD AGAIN.
Rusty Vanneman

WEALTHTECH INSIDER: Rusty Vanneman’s Summer Reading

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The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.

Remember When We Heard it Would Never Happen? It’s Happened.

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Bitcoin is becoming widely accepted for payment for everyday items. Remember back in the good old days (like, 3-4 years ago) when all you ever heard was Bitcoin is "cute" but it will never catch on as a means of payment. Uh, yeah. It sure didn't take long either.

Advisor Group Advances Growth Strategy With Appointment Of Kristen Kimmell As Executive Vice President,...

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Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund

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Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.

Fintech Luminaries – Meet Nedra Barr of Spyder

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we'd like you to meet Nedra Barr of Spyder, a Saas-based e-commerce solution with a proprietary set of products geared towards solutions that a Producing Rep need to run their daily business, positioned to Insurance Agents, RIA’s, and Broker/Dealer Advisors.