S - search results

Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

Remember years ago when a group called "Occupy Wall Street" set up camp on........Wall Street........and were going to "democratize" the banking industry? Remember loan decisions were going to be made by committee by wiggling their hands either up or down for approval?

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!

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, 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 (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

Speaking recently at a Senate Finance Committee hearing, Dr .Yellen commented; “I think many (cryptocurrencies) are used, at least in a transaction sense, mainly for illicit financing. And I think we really need to examine ways in which we can curtail their use, and make sure that anti-money laundering doesn't occur through those channels.” Now if you buy into that line of thinking you may be very surprised to know that the data just does not support Dr. Y's comments (and Daffy didn't win an Academy Award).

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.

More big money passed hands this past week as we were driving across America from Atlanta to our new home in Bozeman, MT, including an $800M USD deal for a POS retail loan processor and a $400M USD for a Brazilian challenger bank serving South America.

To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...