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The Grail with Keith Gregg (12/9/20)
Running a small business is not for the faint of heart. Myriad responsibilities, a surplus of critical decisions and ongoing effort to streamline your day-to-day activities can be dizzying...
Do You Know Who Left the VOO?
We have a real "who done it" on our hands. Somebody took around $7 billion out of Vanguard's S&P 500 ETF.......symbol VOO.......in just one day last week. That amounted to roughly 4% of the fund's assets and looks like it was done in one large record setting trade. That's a really big deal.
Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks
Cybersecurity is a hot topic in the wealth management industry, but in all the conversation about major breaches and new security paradigms, one audience is usually left out: small broker-dealer firms and RIAs.
Is Fintech’s Future Investing with 13 Year Olds?
Now - there are digital banks for teenagers (Step comes to mind and we just reported on them recently). There are platforms that enable you to gift your teen with fractional shares of stocks, like Stockpile and GiveAShare. All well and good - we love seeing platforms come out that help our young'ns become financially savvy and begin building portfolios.
THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip
THE TIFIN GROUP today announced that its portfolio company, 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale, has entered into a definitive agreement to be acquired by J.P. Morgan Asset Management.
Artificial Intelligence-Based Asset Manager AlphaTrAI Reinforces Talent, Resources with Advisory Council Expansion
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.
Publisher Notes For 12/3/20
Holiday Greetings from Digital Wealth News™ !
Hoping this finds you and...
FMG Suite Announces Strategic Acquisition of Twenty Over Ten
FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals.
Fintech Luminaries – Meet Steve Ehrlich of Voyager Digital
Steve Ehrlich is the CEO and Co-Founder of Voyager Digital LLC, a publicly traded crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets.
Digital Banks Seek Fin-TikTokers and Fin-Fluencers
Competition for new banking customers between large established traditional banks and the new 'challenger' (a/k/a digital banks) banks has taken a new twist. Challenger banks like Starling, Revolut, Chime and others have "attacked" the traditional banking industry with little or no fees, innovative services and products, easy to use apps and no branches