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WEALTHTECH INSIDER: Dr. Daniel Crosby On Understanding ‘Messy’ Lives & Digital Prospecting
In the weeks ahead, I’ll be conducting a series of Q&As with Orion’s subject matter experts around the four pillars of our tech-enabled fiduciary process: Prospect – Plan – Invest – Achieve. For the first installment, I spoke with Dr. Daniel Crosby about the role behavioral psychology plays...
Big Traditional Banks FOMO on Digital Assets Is Picking Up Steam
The digital asset/cryptocurrency "explosion" has traditional global financial institutions (a/k/a banks) desperately rushing to play catch up to many fast growing recent startups...
NYDIG – An Extraordinary $1B Digital Asset Spin Off By Stone Ridge Asset Management
In 2017, many of the founders and employees of the venerable Stone Ridge Asset Management were investing heavily in bitcoin, so much so that it necessitated that the firm's auditors needed to explore the acquisitions more closely
AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled...
AlphaTrAI, a venture-backed, technology driven asset management firm, today announced the launch of its first external fund.
FundThrough Secures $50M Investment to Help Small Businesses Solve Their No. 1 Concern: Cash...
Toronto, Canada – FundThrough, a fintech company that helps small businesses optimize cash flow using their outstanding customer...
Options Visionary & Cboe Founder Joe Sullivan Passes
Earlier this week, Cboe issued a statement announcing the passing of the exchange's founder Joe Sullivan on October...
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.
Advisor Group Expands Financial Professionals’ Ability To Create, Customize And Execute Targeted Marketing Campaigns...
Advisor Group, the nation’s largest network of independent wealth management firms, today announced the launch of significant enhancements to MyCMO
Democratizing Access to Venture Capital a Win-Win
Easements in SEC crowdfunding regulations and the rise of information sharing are significantly changing the way small businesses grow. Resultant of these changes, investor pools have diversified, providing individuals new opportunities outside of traditional Silicon Valley channels.
B2B Fintech Tipalti Raises $150 Million at a Valuation of More Than $2 Billion...
SAN MATEO, Calif.--(BUSINESS WIRE)--Tipalti, the leading global payables automation solution, today announced it raised $150 million at a...