Home Search
IAT - search results
If you're not happy with the results, please do another search
What’s FinTech’s Next Billion Dollar Idea? ScratchWorks Believes It’s Found Two
ScratchWorks, a leading FinTech accelerator, today announced that Lifeworks and ReAllocate received a combined $5,000,000 of funding in its 3rd annual competition to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry
Gold Payment App CORO Granted Money Transmitter License in Alabama and Starts to Onboard...
Alabama residents will have access to CORO - a payment app that allows customers to exchange, send and save gold and U.S. dollars easily and securely.
McDermott Obtains Landmark “No-Action” Relief for Two Ocean Trust Concerning Digital Asset Custody
CHICAGO – International law firm McDermott Will & Emery assisted Two Ocean Trust in obtaining landmark “no-action” relief from the Wyoming...
WEALTHTECH INSIDER: Dr. Daniel Crosby On Understanding ‘Messy’ Lives & Digital Prospecting
In the weeks ahead, I’ll be conducting a series of Q&As with Orion’s subject matter experts around the four pillars of our tech-enabled fiduciary process: Prospect – Plan – Invest – Achieve. For the first installment, I spoke with Dr. Daniel Crosby about the role behavioral psychology plays...
Fintech Luminaries – Meet Jason Lish of Advisor Group
We'd like you to meet Jason Lish, Chief Security, Privacy And Data Officer of Advisor Group, the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets...
Orion’s New User Interface Reimagines Advisor Experience
A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...
The Grail With Keith Gregg (10/28/20)
When you start a business you are required to make a lot of business choices and decisions around products, services, technology, and tools. While people who begin a business usually have ton of employee experience, they lack experience as business owners and operators...
Accounts Payable Fraud, Overcharging, and Inaccuracies Cost Companies Millions Every
Today, OpenEnvoy, a new fintech startup, launched to provide automated invoice auditing to help companies only pay for what they agreed to purchase...
INX to Acquire Openfinance Securities, LLC
INX Limited, the global blockchain-based platform for trading digital assets, announced today it has signed a term-sheet for the acquisition of Openfinance Securities LLC, a registered U.S. broker-dealer operating a registered FINRA/SIPC member, with an alternative trading system (ATS) ...
iCapital Roars Forward into European & Asian Markets
Alternatives investment platform iCapital has recently announced a new acquisition and several new offices & senior hires.