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zCindy-New

Publisher Notes For 12/23/20

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Christmas is here and our household is huddled up by the Christmas ficus (yes, that's what we have) waiting excitedly for Santa to come through our loft's patio doors (no chimney in our studio) to deliver goodies! But wait - we don't need Santa this year! We have MacKenzie Scott!
Press Release 1

SS&C GlobeOp Forward Redemption Indicator

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SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that the SS&C GlobeOp Forward Redemption Indicator for December 2020 measured 3.95%, up from 3.63% in November.
Press Release 2

FinTech Innovators Partner to Turn NLP into Dollars

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Vectorspace AI in partnership with CloudQuant announce the availability of novel datasets that reveal relationships between global equity products. Vectorspace AI datasets are designed to boost precision, accuracy, signal or alpha based on Natural Language Processing and Understanding (NLP/NLU) using the VXV utility token wallet-enabled API.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1

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We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.

The Grail with Keith Gregg (12/23/20)

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Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.
Larry Roth

Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners

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For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.

The Taylor Report (12/15/20)

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Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all
zCindy-New

Publisher Notes For 12/16/20

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Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.

WEALTHTECH INSIDER: Laser-Targeted Prospecting Tech Is Here – How Can It Help Advisors?

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By Eric Clarke It has been clear since March that our industry needs to change how we deliver...
massmutual

MassMutual Gets Into Bitcoin, But Let’s Dig Deeper

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MassMutual spent $5M (chump change) to acquire a minority interest in NYDIG AND buy $100M of bitcoin from NYDIG's portfolio