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Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
Top 5 VC Deals of the Week in Digital Wealth (11/2/21)
This week we're back with a fresh round of new Top 5 VC deals, and the numbers continue to sky-rocket into the HIGH hundreds of millions and deals in the $200M+ range that are TOO small to make this week's list. Shocking, isn't it?
REAL CLEAR CRYPTO: A Financial Threat – or Opportunity
The greatest incentive for the investing public to dabble in cryptocurrencies is the potential for continued returns, according to Nathan Frankovitz, a blockchain analyst at Sarson Funds.
Entreda Acquires Privva to Enhance Cyber Preparedness Capabilities
Entreda, the provider of cybersecurity software, systems and cyber security training to wealth management firms and financial advisors, has acquired Privva, a privately-held firm that helps companies conduct cyber risk assessments through its cloud-based platform.
TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform
CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
Blockchange Integrates BITRIA TAMP with Morningstar’s ByAllAccounts
Blockchange, Inc., a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.
ComplySci Acquires NRS to Meet Venture Capital, Private Equity RegTech Needs
Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.
The Week in Digital Wealth (11/2/21)
Facebook is now Meta. Fiserv is doing its part to bolster crypto mainstream adoption among consumers and merchants. Fintechs are coming to America for their IPOs. Mark Cuban’s NBA team is going further down the bitcoin rabbit hole, and Visa is in the hot seat with regulators.
Episode 36: The Economic Impact of the Imminent InterGENDERational Wealth Transfer
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
The Taylor Report (10/26/21)
Finally, a BITCOIN ETF (actually two....so far) has launched..........ProShares and Valkyrie have each been approved to offer a BITCOIN strategy ETF......BUT using CME BITCOIN futures (they settle in cash).