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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...
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?
Publisher Notes (10/28/20)
Happy Wednesday from Digital Wealth News™ !
Greetings from ATL and hoping...
Big Traditional Banks FOMO on Digital Assets Is Picking Up Steam
The digital asset/cryptocurrency "explosion" has traditional global financial institutions (a/k/a banks) desperately rushing to play catch up to many fast growing recent startups...
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...
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...
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O'Brien and Claudine Martin to its management team..