Home Search
tt - search results
If you're not happy with the results, please do another search
The Week in Digital Wealth (8/31/21)
The buy now pay later niche is becoming a phenomenon after attracting e-commerce giant Amazon, with ripple effects being felt all the way to Japan. The M&A pipeline is growing stronger as the final quarter of the year approaches, and the blockchain is getting greater validation. Let’s dive in.
DWealth Muse Podcast Series: Episode 27 – How Financial Advisors are Leveraging Fintech...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
COMPLYSCI APPOINTS WIDELY RESPECTED FINANCE AND ACCOUNTING EXECUTIVE WENDY FRAULO AS NEW CFO
ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than two decades supporting high-growth technology enterprises, as its Chief Financial Officer.
Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth
Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.
CogniCor Selected for Morgan Stanley Multicultural Innovation Lab
insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.
Practifi Welcomes Tim Highland as Head of Professional Services
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, today announced Tim Highland has joined the company as head of professional services. In this role, Highland will lead Practifi’s professional services team in onboarding clients, implementing new projects and enhancing the client journey.
The Taylor Report (8/24/21)
What's new? Covid Delta variant creating havoc and concerns ..... Afghanistan withdrawal headaches ..... Summer coming to an end ...... yadda, yadda yadda ..... BITCOIN hits $50K as rally continues.
Publisher Notes For 8/25/21
Greetings, Fintech Friends! This week we delve into the potential pitfalls of Bitcoin Futures ETFs, learn about using tech for pro bono advisory services, and chat with Reema Tandon of real estate tokenization platform Yoonify plus more! Read up!
A Bitcoin ‘Futures’ ETF? Ready, Set, STOP!
Bitcoin ETF just rushed over to door number two. Yells of "let me in" are getting very loud. So what's behind door number two? Bitcoin futures. Recently the SEC dropped hints they MAY be receptive to ETFs that will trade in bitcoin futures rather than the cryptocurrency itself. Thus the stampede and excitement got all the management firm's juices flowing.
Advisor Tech Talk (8/24/21)
The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.