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Press Release 1

Envestnet Announces Acquisition of Technology Solutions Provider Apprise Labs

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Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet's roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors.
Press Release 2

Investment Banking & Trading Services Market to Reach $520.02 Bn, Globally, by 2027

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Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.
Press Release 3

Skience Launches Advisor Transitions Solution

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Skience, a leading digital enablement solution and consulting provider, today launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.

WEALTHTECH INSIDER: Orion Announces Acquisition of Risk Analytics and Business Intelligence Platform, HiddenLevers

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Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.

Publisher Notes For 3/10/21

Happy Wednesday, Digital Wealth Devotees! This week we ended up with more content than usual, but it's all really interesting, so we hope you'll enjoy it as much as we did gathering it all up!

The Taylor Report (3/9/21)

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What's new? Actually quite a bit. Unlike last week when things were kid of dull, this week rocks. Take BITCOIN......having rested briefly just under $50K after shaking some longs out a few weeks ago, the buyers couldn't wait.

The Grail with Keith Gregg (3/10/21)

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We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business.

Move Over Digital Assets. A NFT Just Moved Into Music

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Just last week the rock band Kings of Leon released their latest album in the form of a NFT, becoming the first band to ever do so.
Press Release 1

intelliflo Creates a New Global Leader in Financial Advice Technology

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Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.

Riskalyze Launches “Build My Tech Stack” Tool

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Riskalyze has launched a brand-new financial technology innovation designed to facilitate the ease of integrating the vast landscape of financial technology available to financial advisors.