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REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases
DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.
WEALTHTECH INSIDER: Email And Video Are Must-Haves In An Advisor’s Prospecting Toolkit
An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.
Advisor Tech Talk (8/3/21)
Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.
Top 5 VC Deals of the Week in Digital Wealth (8/3/21)
This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?
Fintech Corner (8/3/21)
Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.
Casper Network: Building the Blockchain of the Future, Together
The Casper Network’s mission is to create a collaborative blockchain that supports a robust community of smart contract and decentralized application creators. CasperLabs aims to be a leading solution to the blockchain trilemma, a three-factor functionality problem in achieving a scalable, decentralized, and secure blockchain.
After Receiving $120 Million Investment, ComplySci Expands Board of Directors
ce again on the move. After receiving a $120 million growth equity investment from global private equity firm K1 Investment Management, ComplySci has announced the expansion of its Board of Directors.
STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering
STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.
The Week in Digital Wealth (8/3/21)
Just when it looked like the summer doldrums were upon us, Square saved the day, announcing a blockbuster deal in the buy now, pay later space. It is yet another sign that fintech continues to disrupt traditional payments. In addition, international M&A is afoot while the IPO pipeline continues to grow.
Practifi Launches New Compliance Role-Based App To Platform, Enabling Firms To Proactively Mitigate Risk
CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.