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AlphaTrAI names Bruce Lavine President, Asset Management
AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management
The Taylor Report (3/30/21)
The first quarter of 2021 is over AND 2021's second quarter begins. BITCOIN gyrated around in the mid-$50K area and now looks to settle near the all time highs around $60K for the week/month/quarter
NFP Fintech SaverLife Publishes “Hardest Hit: Unheard Voices of the Pandemic”
SaverLife, a national nonprofit fintech company that helps working families achieve prosperity through savings, today unveiled “Hardest Hit: Unheard Voices of the Pandemic.” The new story series chronicles how five low-income women were brought to the brink and are surviving during the pandemic.
Canadian Fintech Mogo Launches First Bitcoin Cashback Mortgage
Mogo Inc., a digital payments and financial technology company, today announced that it has extended its unique bitcoin cashback rewards program
Publisher Notes For 3/31/21
This week we explore how insurtech has finally reached the institutional sector, explore what digital asset derivatives exchange is behind the naming rights of a NBA team stadium and chat with Tryone Ross, Jr. of Onramp Invest in our DWealth Muse podcast series. Check it out!
Outbid for Naming Rights to the Miami Heat’s Stadium? Don’t Give Up.
FTX, a digital assets derivatives exchange, just became the first cryptocurrency exchange to sponsor a professional sports arena in the United States.
WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways
Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity. A good communications plan and a thoughtful tech stack are essential for advisors who want to preserve as many of their client relationships as possible after their leap to independence.
Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?
Over the last few decades, the wealth management industry has gravitated towards separately managed accounts or SMAs. High-net-worth clients, in particular, embraced these instruments because they provided a path to invest more like institutions.
The Grail with Keith Gregg (3/31/21)
At Chalice, we pride ourselves on being purposely built to help people just like you, the small and midsize business owner. And I hope I’ve opened your eyes on all the ways that Chalice delivers unmatched value and ROI.
Willow and Blockchange Partner on Digital Asset SMA
ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets