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Redeployment of EB-5 Investor Funds Can Lead to Lawsuits Later — Here’s How to...
EB-5 fund Managers are not investment experts yet they must make a momentous investment decision when it comes to the redeployment of investor funds. This decision can impact the chances of immigration success for investors — and possibly lead to legal challenges down the road.
OptionTrax® and Capital Transfer Agency Announce Partnership
Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients.
AvidXchange acquires Core Associates to become a leader in accounts payable automation for the...
AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, has acquired Core Associates, the makers of TimberScan and complementary AP solutions trusted by more than 30,000 users nationwide
Keeping Clients on Track for Retirement
Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...
How To Close A Deal In A Virtual Environment
Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...
Tokenization is Giving Small Investors Access to Multi-Million Dollar Assets
The idea of an average investor being able to afford a luxury car, fine art or even a Class A real estate property has previously been thought to be unattainable. However, tokenization is revolutionizing the investment process by...
Publisher Notes For 12/30/20
Welcome to our latest edition of Digital Wealth News! Friends, we want to thank you one an all for the amazing support our readers and community have shown us during 2021.
WEALTHTECH INSIDER: Orion Thought Leader Q&A Series With Dr. Daniel Crosby
Today, we revisit an interview from the recent past with Orion’s CMO Kelly Waltrich and Dr. Daniel Crosby on the intersection of planning, behavioral insights, and tech for financial advisors
Fintech Luminaries – Meet Niharika Shah of THE TIFIN GROUP
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 Niharika Shah, CMO at THE TIFIN GROUP, which conceives and builds fintech marketplaces in the wealth and investment management sector.
The Most Ominous Warning for Bitcoin EVER!
Pretty sure EVERYONE has heard of bitcoin by now. Pretty sure there are far less "non-believers" (aka bitcoin bears) too. BUT, for any die hard long term "bitcoin going to zero" folks out there here is your sign. A cruise ship with a grand business plan was purchased and re-named but is now headed to the scrapyard. What was it re-named? The Satoshi.