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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.
Fintech Luminaries – Meet Andrew Altfest of FP Alpha
For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.
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!
WEALTHTECH INSIDER: Cash Management & Lending Solutions For Advisors
Users of Omaha-based Orion Advisor Solution’s wealth management platform will now have access to cash management and lending solutions for their client thanks to a partnership with New York-based Focus Financial Partners.
Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.
Hudson Executive Investment Corp. II Announces Closing of $250 Million Initial Public Offering
Hudson Executive Investment Corp. II (the "Company") announced today that it closed its initial public offering of 25,000,000 units at a price of $10.00 per unit, including 2,500,000 units issued pursuant to the exercise by the underwriters of their over-allotment option
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.
LendingClub Closes Acquisition of Radius Bancorp
LendingClub Corporation (NYSE:LC) today announced the completion of its acquisition of Radius Bancorp, Inc. and its digital bank subsidiary, Radius Bank ("Radius").