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Press Release 1

BNY Mellon Launches New Digital Assets Division

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BNY Mellon today announced the formation of a new enterprise Digital Assets unit that will accelerate the development of solutions and capabilities to help clients address growing and evolving needs related to the growth of digital assets, including cryptocurrencies.
Press Release 4

Nationwide Expands Insurtech VC Fund to $350M USD

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Nationwide is announcing it is expanding its venture capital investment fund to $350 million. The funding will be directed into high-growth potential insurance and financial services startups that directly advance Nationwide's strategy and enable even greater customer value
Press Release 3

Gibraltar Stock Exchange Enters Into JV to Tackle US Market

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Document Security Systems, Inc. (NYSE American: DSS) ("DSS"), a multinational company operating businesses focusing on brand protection technology, blockchain security, direct marketing, healthcare, real estate, and securitized digital assets, today announced it entered a joint venture ("JV") with Coinstreet Partners ("Coinstreet"), a global decentralized digital investment banking group and digital asset financial service firm, and GSX Group ("GSX"), a global digital exchange ecosystem for the issuance, trading, and settlement of tokenized securities, using its proprietary blockchain solution

The Grail with Keith Gregg (2/10/21)

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Let’s dive deeper into our discussion on the ROI Power that Chalice Network membership gives you. We demonstrated that even if you focus on only a handful of ways that Chalice helps your team, it’s easy to see the value far outweighs the cost of membership.

Quietly, a Massive Fundamental Way Business is Transacted is Taking Place

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With news headlines blasting stories about COVID, the new Biden administration, the GameStop/Reddit/Robinhood/Market Democratization drama, Bitcoin/Elon Musk, etc., there is a huge transformation in business architecture going on..

Financial Lifestyle Changes In A Post Covid World

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The past three months have provided behavioral economists and psychologists with the perfect setting to evaluate consumer spending habits under extreme constraints. Denied of the opportunity to divulge in their most common spending habits...

Post-GameStop, Future Compliance Risks Could Reshape Wealthtech

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For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.

Fintech Luminaries – Meet Andrew Altfest of FP Alpha

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For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.

Direct Indexing: 2020’s Surge is Just the Beginning

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Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Top 5 VC Deals of the Week in the Digital Wealth Sector (2/10/21)

This past week saw a bit of a slowdown in the massive deals we've been seeing since the...