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Is There Already a Bitcoin ETF?
There has been speculation for years on when there will be a bitcoin ETF....
Traditional Banks are Struggling to Keep Up with Fintechs, But Cafes?
Santander Bank just opened its first Work Cafe (at least in the U.S.) in Brooklyn to offer anyone access to free amenities such as fully equipped private meeting rooms, abundant co-working spaces, plentiful charging outlets, fast Wi-Fi and 24/7 ATMs...
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...
Adviser Domain – Defining Zero Trust Cybersecurity Ahead of 2021
Zero Trust is a very simple security concept. It operates around one belief: Trust no one. No process. No technology. No one inside the organization or outside of the parameters. Everything requires verification. Everything must receive permission before connecting to a network...
The Grail With Keith Gregg (11/4/20)
The art of Independence is not going it alone, surrounding yourself with other like minded and successful business owners. Leveraging the strength of the collective network to assist you in capturing the elusive economies of scale that no one small firm can achieve by themselves...
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...
The Taylor Report (10/28/20)
Without stating the obvious, the main focus of late has been COVID-19. More cases, second (third) wave, lock downs(?), stimulus packages(?) and markets reacting emotionally. Enough already. Quietly, have you noticed commodity prices?
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...
Fintech Luminaries – Meet Dara Albright
Dara Albright is one of the earliest pioneers of the crowdfinance movement. Her leading-edge articles, white papers, webinars and acclaimed industry conferences helped birth and continue to cultivate the crowdfinance industry...