base - search results

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.

Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.

Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher

In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.

Ohmygosh. I write this column every week and STILL had to stop and turn around to my husband, pause for a moment in near disbelief, and tell him that the numbers have just EXPLODED again in fintech VC. It seems to ebb and flow but every time it flows, the numbers just get bigger and bigger, as evidenced by the $10B deal we lead off with. Yes, you read that right, with a (B).

Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.

Former PayPal CEO and serial fintech entrepreneur Bill Harris has moved to Miami to launch Nirvana Technology (Nirvana), a global digital bank. Based in Wynwood, the fresh company is now hiring high-tech talent across engineering, product, marketing, and operations.

Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.

Legendary boxing icon, Floyd Mayweather Jr., in conjunction with IronBend, a provider of turnkey digital NFT solutions for prominent personalities, has teamed up with Reality Gaming Group, a publisher of mobile games and blockchain-based digital entertainment, and Zytara Labs, the NFT production company and studio, to release exclusive NFT collector's items ahead of his highly anticipated exhibition bout with YouTuber-turned-boxer Logan Paul.

When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.