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Publisher Notes For 12/23/20
Christmas is here and our household is huddled up by the Christmas ficus (yes, that's what we have) waiting excitedly for Santa to come through our loft's patio doors (no chimney in our studio) to deliver goodies! But wait - we don't need Santa this year! We have MacKenzie Scott!
Financial Advisors Increasing With Younger Generations
Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...
Who Needs Santa! MacKenzie is Doing Just Fine
Who needs Santa when you have someone like MacKenzie giving away billions (yes billions) of her Amazon fortune? $6 billion this year so far. And, she certainly learned how to distribute efficiently from all her firsthand experience making Amazon the behemoth it is today with ex-hubby Jeff Bezos.
SS&C GlobeOp Forward Redemption Indicator
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that the SS&C GlobeOp Forward Redemption Indicator for December 2020 measured 3.95%, up from 3.63% in November.
LifeRaft Launches to Build a Reliable Health Expense Safety Net Designed for Real Life
LifeRaft, a new insuretech company that makes simple, flexible and cost-effective supplemental health insurance products, came out of stealth mode today and launched its platform to offer people supplemental health options and solutions designed for real life. LifeRaft is building products that sit alongside a subscriber’s traditional health plan to help policy holders see the doctors they need, access the most appropriate treatments and make medical care more affordable.
Top 5 VC Deals of the Week in the Digital Wealth Sector (12/23/20)
The year is finishing out strong. Now there's a statement you don't often hear when referring to 2020, but the fintech venture capital is still flowing and there were some large deals penned this past week. Three of the top 5 were out of the US, with Paxos - a major crypto trading platform taking the top funding slot, followed closely by OscarHealth, an insurtech focused on health insurance offerings.
Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners
For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.
OpEd: The Renewal of PPP Is a Shot in the Arm for Small Business...
The passage of the proposed Economic Stimulus bill by Congress is a metaphorical shot in the arm for small business owners who have suffered disproportionately during the COVID pandemic. It includes the renewal of the Paycheck Protection Program lending, which gave a lifeline to millions of small businesses nationwide until the program expired on Aug. 8.
Publisher Notes For 12/16/20
Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.
Should I Stay or Should I Go? Easy. Going!
That title from a classic rock song from the Clash (Combat Rock album....1981) pretty much says it all during this nationwide epic migration.