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WEBINAR: Simplify Investment Analytics & 401K Plans with Innovative FinTech
Join Chalice Network as we introduce you to our newest partners, Vestwell & Trendrating. In this webinar, you will get an in-depth look into FinTech that is transforming the financial industry...
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?
Adviser Domain – Jay Clayton: Advisors Better “Know About” Cybersecurity
At the conclusion of a recent interview, CNBC reporter Bob Pisani asked SEC Chairman Jay Clayton: “…is there anything out there that’s on your plate right now that is sort of front and foremost that we haven’t covered that you think we should be knowing about and that the financial advisors should be knowing about right now?”
The Taylor Report (10/20/20)
While everyone is watching and waiting for some magical insight to guide them in regards to the INSANE EQUITY MARKETS, have you noticed commodity prices? Inflation harbinger of future price increases...
Goldman Sachs Open Sources its Data Modeling Platform through FINOS
The Fintech Open Source Foundation (“FINOS”), together with platinum member Goldman Sachs (NYSE: GS), today announced the launch of Legend, Goldman’s flagship data management and data governance platform.
U.S. Presidential Debate Takeaway? No, The Trump/Clinton Ones
The Digital Economy is not even being addressed in this election season
Former TD Ameritrade Chairman of the Board Joe Moglia bids farewell to the online...
JERSEY CITY, N.J., Oct. 6, 2020 /PRNewswire/ -- Former TD Ameritrade Chairman Joe Moglia says the just-finalized online broker's acquisition by Charles Schwab (NYSE: SCHW) marks...
Advisor Domain: Heed the Warning, Don’t Be a Statistic
Garrett Baldwin's Weekly Take on Cybersecurity in Wealth Management
Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report
Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...
Family Office Networks Expands Houston Family Office Network
Houston, TX – March 11, 2020 – Family Office Networks announced today the expansion of its Houston Family Office...