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Direct Indexing: 2020’s Surge is Just the Beginning
Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.
Top 5 VC Deals of the Week in the Digital Wealth Sector (2/10/21)
This past week saw a bit of a slowdown in the massive deals we've been seeing since the...
The Taylor Report (2/2/21)
Simple Thoughts in Complex Markets
By Bill Taylor, Contributor/CIO-Entoro Wealth
The...
Publisher Notes For 2/3/21
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!
WEALTHTECH INSIDER: Cash Management & Lending Solutions For Advisors
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 and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
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 Announces Closing of $250 Million Initial Public Offering
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
2020’s Rise Of Digital Retail Presaged The January Frenzy
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.
Top 5 VC Deals of the Week in the Digital Wealth Sector (2/3/21)
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.
Driving Client Engagement On Social Media
To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...