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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?
Orion’s New User Interface Reimagines Advisor Experience
A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...
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...
INX to Acquire Openfinance Securities, LLC
INX Limited, the global blockchain-based platform for trading digital assets, announced today it has signed a term-sheet for the acquisition of Openfinance Securities LLC, a registered U.S. broker-dealer operating a registered FINRA/SIPC member, with an alternative trading system (ATS) ...