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WEALTHTECH INSIDER: Plan One Doesn’t Exist Anymore. Time for a New Conversation?

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By Eric Clarke Dear Reader, Last week, I kicked off this new...

DBL Digital: A proposal to Paul Tudor Jones

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DrawBridge Lending offers a variety of bitcoin investment strategies

New SEC Rules Put Little Guy At Heart Of Private Deal Action

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By Sean Levine, Entoro Capital Finally, change for the better is officially...

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

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FAIRFIELD, Iowa & SEATTLE--(BUSINESS WIRE)--Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today...

Capitalize Launches to Help 30M Americans Consolidate their 401ks, Announces Seed Round

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NEW YORK--(BUSINESS WIRE)--Capitalize, the first independent platform to transfer retirement assets, today announced that it has closed a $2M Seed round led...

Advisor Domain: Once More Unto the Cybersecurity Breach

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A weekly update on cybersecurity trends in the wealth management space. We explore the client-adviser relationship over a cybersecurity breach.

Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report

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Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...

Chubb Launches Chubb Studio(SM), Simplifying Digital Partner Integration

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NEW YORK, Sept. 9, 2020 /PRNewswire/ -- Chubb announced today the launch of Chubb StudioSM, a new global platform that will simplify and streamline the...

Fintech Firms Helping Lift the Burden of Student Loans

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The cost of higher education has been increasing the past 20 years faster than the rate of inflation, with the average total...

The Office of Comptroller of Currency Clarifies Guidelines for Cryptocurrencies

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The Office of Comptroller of the Currency (OCC) recently published a letter clarifying the guidelines for national banks and federal savings associations...