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The Grail with Keith Gregg (1/6/21)

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Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.

DataLend: $7.66 Billion in Revenue Generated in Lender-to-Broker Securities Lending Market in 2020

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The global securities finance industry generated $7.66 billion in revenue for lenders in 2020, according to DataLend, the market data division of fintech EquiLend.
Press Release 1

Redeployment of EB-5 Investor Funds Can Lead to Lawsuits Later — Here’s How to...

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EB-5 fund Managers are not investment experts yet they must make a momentous investment decision when it comes to the redeployment of investor funds. This decision can impact the chances of immigration success for investors — and possibly lead to legal challenges down the road.
Press Release 3

OptionTrax® and Capital Transfer Agency Announce Partnership

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Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients.

Keeping Clients on Track for Retirement

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Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...

How To Close A Deal In A Virtual Environment

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Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...

The Taylor Report (12/29/20)

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Trading Summary Notes for Tuesday, 12/29/20: - What's new? WOW!! Even expecting BITCOIN to go parabolic....when it happens it is something to behold. WOW! ETH above $700. Gold solid. S&P 500? Defying gravity.

Fintech Luminaries – Meet Niharika Shah of THE TIFIN GROUP

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Niharika Shah, CMO at THE TIFIN GROUP, which conceives and builds fintech marketplaces in the wealth and investment management sector.

The Most Ominous Warning for Bitcoin EVER!

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Pretty sure EVERYONE has heard of bitcoin by now. Pretty sure there are far less "non-believers" (aka bitcoin bears) too. BUT, for any die hard long term "bitcoin going to zero" folks out there here is your sign. A cruise ship with a grand business plan was purchased and re-named but is now headed to the scrapyard. What was it re-named? The Satoshi.

The Top 5 Posts on Digital Wealth News for 2020

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We thought it would be interesting to see which stories have had the highest pageviews to date in our scant 3 month history. Interestingly, 3 of the 5 top posts fell under our "Fintech Luminaries" series, which spotlights C-level executives at leading financial technology firms.