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When Goldman Sachs Smells Money, Take Note

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Recognizing the potential for an explosion in customer demand for bitcoin, Goldman Sachs is re-entering a sector they exited just a couple years or so ago by relaunching its cryptocurrency trading desk, thus allowing them to deal Bitcoin futures and non-deliverable forwards to clients.

Fintech Luminaries – Meet Matt Wolniewicz of Income America

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For the next feature in our Fintech Luminaries series, we’d like you to meet Matt Wolniewicz of Income America, which is designed to provide participants with guaranteed lifetime income of 5% per year beginning at age 65
Press Release 1

Envestnet Announces Acquisition of Technology Solutions Provider Apprise Labs

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Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet's roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors.
Press Release 3

Skience Launches Advisor Transitions Solution

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Skience, a leading digital enablement solution and consulting provider, today launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.

WEALTHTECH INSIDER: Orion Announces Acquisition of Risk Analytics and Business Intelligence Platform, HiddenLevers

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Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.

Publisher Notes For 3/10/21

Happy Wednesday, Digital Wealth Devotees! This week we ended up with more content than usual, but it's all really interesting, so we hope you'll enjoy it as much as we did gathering it all up!

The Taylor Report (3/9/21)

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What's new? Actually quite a bit. Unlike last week when things were kid of dull, this week rocks. Take BITCOIN......having rested briefly just under $50K after shaking some longs out a few weeks ago, the buyers couldn't wait.

The Grail with Keith Gregg (3/10/21)

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We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business.
Press Release 1

intelliflo Creates a New Global Leader in Financial Advice Technology

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Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.
Press Release 2

iCapital Network® Expands Product Offering for Accredited Investors

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iCapital Network®, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and KKR, a leading global investment firm, today announced that iCapital RF Adviser, a registered investment adviser and subsidiary of iCapital, has been appointed investment adviser of the iCapital KKR Private Markets Fund.3