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SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth...
SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.
Publisher Notes For 5/19/21
Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector here. Read up!
Future Crypto Regulations Take Center Stage in Wealth Management
Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.
The Week in Digital Wealth (5/18/21)
Fintech firms are hitting on all cylinders lately, making a splash in some of the trendiest deals in the capital markets and helping to shape the financial industry of the future. In fact, one of the mega IPOs of the year so far involves a payment technology unicorn that is about to become a household name. Whether it’s real estate opportunities, SPAC deals or digital currencies, financial technology companies ranging from mobile banking startups to payments platforms are setting the pace.
How RIAs Can Simplify Compliance With Software
Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.
Fidelity Rolls out Sherlock Crypto Data Offering for Institutional Investors
For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.
vigtec.io Launches Investing Discovery and Competitive Intelligence Trading Platform to Empower Next-Gen Investors
vigtec.io, (vigtec) a new consumer-focused investing discovery platform, emerged from Beta today, offering among the fastest real-time market data flows available, and determined to deliver affordable investing resources for all.
Orion Aims For New Horizons With Trio of New Growth and Marketing Leaders
Following its groundbreaking merger with Brinker Capital and strategic acquisition of HiddenLevers, Orion Advisor Solutions has assembled a new team of growth and marketing executives to fuel its ongoing innovations to win new business.
What A Week It Was In Digital Assets…Is Doge Next?
After a week in which bitcoin hit $64,000 and a major digital asset exchange hit a $100 billion valuation after going public through a direct listing, cryptocurrency watchers may be wondering what could possibly be next...
Publisher Notes For 4/7/21
This week we look at the bizarre world of NFT art, explore the latest spate of high profile Bitcoin ETF filings and chat with Alon Goren of Draper Goren Holm Ventures in our DWealth Muse podcast series, plus much more. We're also pleased to welcome our new partner Practifi and their outstanding weekly series “Fintech Corner”