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Post-GameStop, Future Compliance Risks Could Reshape Wealthtech
For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.
Direct Indexing: 2020’s Surge is Just the Beginning
Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.
The Taylor Report (2/2/21)
Simple Thoughts in Complex Markets
By Bill Taylor, Contributor/CIO-Entoro Wealth
The...
Publisher Notes For 2/3/21
Welcome to our latest edition of Digital Wealth News! Last week was moving week for the Taylor household, and this week we are publishing from our new home base in Bozeman, MT. Without skipping a beat, and even despite the 2,000 mile road trip, we have one of the best editions we've produced to date. Check it out!
2020’s Rise Of Digital Retail Presaged The January Frenzy
The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.
The Grail with Keith Gregg (2/3/21)
Running a small and midsize business is one of the most challenging professions there is, period. There are so many facets to the jewel that is your business that it’s dizzying trying to manage, improve and make each one shine brightly.
Fintech Luminaries – Meet Ran Harpaz of Hippo
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Ran Harpaz, Chief Technology Officer or Hippo, which pushed home insurance into the digital age and made it possible to buy a policy online in less than five minutes. Hippo offers home insurance products coast to coast.
Dosh Takes Black-owned Business Initiative Nationwide
Dosh, the fastest-growing automatic cash back platform that connects thousands of brands and retailers to millions of consumers, today announced a nationwide program that will offer a free advertising campaign to Black-owned businesses trying to spur sales as they reopen their brick and mortar locations throughout 2021.
The Taylor Report (1/26/21)
Simple Thoughts in Complex Markets
By Bill Taylor, Contributor/CIO-Entoro Wealth
The...
Publisher Notes For 1/27/21
Today is a big day for the Taylor household. We embark on a new chapter of our life - leaving the southern charm of Atlanta for the majestic, wild beauty of Montana on a 2,000 mile road trip with our 15-year old kitty in the back seat. Next week, Digital Wealth News will officially come to you from Bozeman! Getting the long undies ready! In the meantime, we have another great line up of content for you this week. Check it out!