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Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks

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Cybersecurity is a hot topic in the wealth management industry, but in all the conversation about major breaches and new security paradigms, one audience is usually left out: small broker-dealer firms and RIAs.

Publisher Notes (11/25/20)

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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.

Chalice Network and FSP Announce the Launch of Chalice FinTech Institute

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Chalice Network and the Society of Financial Service Professionals (FSP) proudly announce the launch of Chalice FinTech Institute (CFI), a comprehensive FinTech educational platform designed specifically for the financial services industry

Top 5 VC Deals of the Week in the Digital Wealth Sector (11/25/20)

Some substantial deal flow this past week in fintech VC. Apparently folks are rushing to close up deals before end of year and the beginning of 2021, and whatever type of presidency that delivers in the US.

Publisher Notes (11/18/20)

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Another week behind us and Thanksgiving next week. Some phenomenal new content for you inclouding a video from The Clash tied into a Nasdaq story so read up!
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Where Is the Fintech Industry Now?

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Many ascribe the modern fintech movement to the passage of the JOBS Act of 2012, and it was important because it opened the door for the P2P and crowdfunding industries to rise up and evolve.
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Gemini Taps TaxBit To Provide Suite of Tax Services to its Users

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Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, will soon deploy TaxBit's Tax Center Suite technology to provide its users with completed cryptocurrency tax reports and tools to better monitor and optimize tax reporting.

Publisher Notes (11/11/20)

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Happy Wednesday from Digital Wealth News™ ! Greetings once again from ATL...

Smarsh Acquires Digital Reasoning, Combining Global Leadership In Artificial Intelligence And Machine Learning With...

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Smarsh®, enabling organizations to manage risk and uncover value within their electronic communications, announced the acquisition of Digital Reasoning

Adviser Domain – “Adviser Anywhere” is Here to Stay. Is Your Tech Vulnerable?

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Advisers' practices established during the pandemic will become the best practices post-pandemic. But are advisers prepared for this digital future? Their technology suggests that they are not.