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COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.

Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

iCapital Network®, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and KKR, a leading global investment firm, today announced that iCapital RF Adviser, a registered investment adviser and subsidiary of iCapital, has been appointed investment adviser of the iCapital KKR Private Markets Fund.3

While regulators, lawyers, politicians and investors begin to sort out exactly what happened in this debacle, one thing is abundantly clear. Some people made a LOT of money with the recent GameStop trade and a lot of people LOST a lot of money

Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market.

With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.

Document Security Systems, Inc. (NYSE American: DSS) ("DSS"), a multinational company operating businesses focusing on brand protection technology, blockchain security, direct marketing, healthcare, real estate, and securitized digital assets, today announced it entered a joint venture ("JV") with Coinstreet Partners ("Coinstreet"), a global decentralized digital investment banking group and digital asset financial service firm, and GSX Group ("GSX"), a global digital exchange ecosystem for the issuance, trading, and settlement of tokenized securities, using its proprietary blockchain solution

Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...