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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.
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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.
Press Release 3

Cross-border B2C eCommerce Spend to Break the $1 Trillion Barrier in 2022, Catalysed by...

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According to Kaleido’s new report on B2C Cross-border eCommerce: Market Outlook 2021, regional growth of cross-border sales will outstrip domestic eCommerce growth in all regions.
Press Release 2

Kingswood Acquisition Corp. Announces Closing of $115 Million Initial Public Offering

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Kingswood Acquisition Corp. (NYSE: KWAC.U) (“KWAC” or the “Company”) announced today the closing of its initial public offering (“IPO”) of 11,500,000 units, including 1,500,000 units issued to the underwriters upon the full exercise of their over-allotment option, at a price to the public of $10.00 per unit. The units began trading on The New York Stock Exchange (the “NYSE”) under the symbol “KWAC.U” on November 20, 2020.

WEALTHTECH INSIDER: One of the Three Pillars of Success – Achieve

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In previous Wealthtech Insider columns, I've defined three pillars of success between advisors and clients. Today, let's build the final pillar: Achieve...

The Grail with Keith Gregg (12/2/20)

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I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; missing guests (and their side dishes)...

Advisor Domain: Email Archiving: The Broker-Dealer’s First Line of Defense with Regulatory Penalties

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The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordkeeping and supervision obligations. In particular, one recurring area where significant penalties can be imposed is with a financial advisor’s outside business activities (OBA).
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Purse Strings – An American Fintech For Women, By Women

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One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.

Publisher Notes (11/25/20)

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We hope you have a fun Thanksgiving planned - whether for one or ten or more - with masks - or not with masks - whichever you prefer. No judgements here. Just giving thanks for this wild, crazy year that has been 2020 and all the wisdom it has brought us.