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Designing First-Class Digital Experiences in a Post-Pandemic World

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Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.
Press Release 3

After Backing Companies Worth More Than $6 Billion With Initial Fund, Ross Fubini’s XYZ...

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XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.
massmutual

MassMutual Gets Into Bitcoin, But Let’s Dig Deeper

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MassMutual spent $5M (chump change) to acquire a minority interest in NYDIG AND buy $100M of bitcoin from NYDIG's portfolio

Tokenization Can Make Real Estate Assets Highly Liquid

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The age-old advice for real estate investing must evolve. It is true that in real estate the imperative is “location, location, location.” But now we must add to that mantra “liquidity, liquidity, liquidity.” It is time to modernize the real estate industry -- it’s time for tokenization.

WEALTHTECH INSIDER: How Advisors And Their Clients Can Achieve Success By Leveraging Technology

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Today, Brendan McConnell, Orion’s Executive Vice President of Enterprise and TAMP Products, explains how advisors and their clients can achieve success by leveraging technology to more directly serve their needs and goals with more personalized investment solutions...
Press Release 4

Blockchange and IRA Financial Partner to Enable RIAs to Manage Crypto Assets in Qualified...

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Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of a financial advisor. The arrangement allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of cryptocurrencies.
AlphaTrAI

Artificial Intelligence-Based Asset Manager AlphaTrAI Reinforces Talent, Resources with Advisory Council Expansion

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AlphaTrAI is adding the founder of a prominent wealth management M&A firm and a leading tech venture capitalist to its advisory council, while also making a former president of LPL Financial the council’s chairman, the firm said today in a press release.
Press Release 1

Prime Trust Adds Bitcoin Liquidity to the B2B PrimeCore Platform Enabling Fintech Innovators to...

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Prime Trust, the leading B2B financial infrastructure platform for payments, custody and settlement of alternative assets, announced today the launch of Prime Liquidity – a turnkey API-based liquidity engine that enables any fintech app to buy, sell, and hold cryptocurrency.
passport

Wealthtech & Advisory Firm deVere Group Reports High Interest Levels in Second Passports

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The CEO of international financial advisory deVere Group, Nigel Green, has recently issued a statement noting that anecdotally, the firm is experiencing unusually high numbers of clients requesting assistance with its citizen and residency service.
Press Release 4

InfoReach and QuantHouse partner to provide a global, multi-asset managed trading solution

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QuantHouse, the global provider of end-to-end systematic trading solutions including innovative market data services, algo trading platform and infrastructure products and part of Iress (IRE.ASX), today announced that InfoReach Inc.(InfoReach) has integrated QuantHouse's API to power their Trade Management System (TMS) with high performance, global market data across equities, options and futures.