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Advisor Domain: Lessons from the Morgan Stanley Recycling Debacle
Last week, the Treasury Department announced it was fining Morgan Stanley $60 million over mishandled data center decommissioning back in 2016. The agency said several Morgan Stanley hardware assets still contained customer data after these retired assets reached a recycling station.
WEALTHTECH INSIDER: Plan One Doesn’t Exist Anymore. Time for a New Conversation?
By Eric Clarke
Dear Reader,
Last week, I kicked off this new...
Capitalize Launches to Help 30M Americans Consolidate their 401ks, Announces Seed Round
NEW YORK--(BUSINESS WIRE)--Capitalize, the first independent platform to transfer retirement assets, today announced that it has closed a $2M Seed round led...
Advisor Domain: Heed the Warning, Don’t Be a Statistic
Garrett Baldwin's Weekly Take on Cybersecurity in Wealth Management
Fintech Luminaries – Meet Marie Tatibouet of Gate Technology
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the...
YIELD ME NOT – The Woes at Yieldstreet Keep Compounding
We’ve always been a fan of fintech – it’s why we originally founded FintekNews and now Digital Wealth...
Fintech Luminaries – Meet John Wagster of Frost Brown Todd LLC
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within...
WING Trusts-A Wyoming Asset Protection & State Income Tax Savings Vehicle
By Cassie Hoffman/ Two Ocean TrustOriginally Published June 25, 2020 on Twoocean.com
‘WING’ is the...
Digital Asset Firm Avanti Financial Closes Funding Round Led by University of Wyoming Foundation
CHEYENNE, Wyo., June 2, 2020 /PRNewswire/ --Avanti Financial Group, Inc. today announced the closing of its angel round of funding, which positions Avanti to...