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COVID Pandemic To Have A Lasting Effect On Investor Hedge Fund And Private Equity...
Corgentum Consulting, a leading provider of operational due diligence reviews and background investigations, announced today the results of a new investor and operational due diligence (ODD) analyst survey.
Fusion Financial Partners Launches Fusion Black Ops™ as the First Modular Turnkey Solution for...
Fusion Financial Partners has launched Fusion Black Ops™, a confidential RIA launch services program designed to support breakaway advisor teams on their transition to independence. Originally built for teams with assets upwards of $1 billion, and now available for teams of all sizes, the turnkey program delivers a complete collection of RIA-focused consultative services including custom-built fintech stack, custodian/broker dealer coordination, compliance, legal referrals, asset mapping, website design, office technology and cybersecurity, launch project management, CTO expert advice and full-service project management.
FinTech Innovators Partner to Turn NLP into Dollars
Vectorspace AI in partnership with CloudQuant announce the availability of novel datasets that reveal relationships between global equity products. Vectorspace AI datasets are designed to boost precision, accuracy, signal or alpha based on Natural Language Processing and Understanding (NLP/NLU) using the VXV utility token wallet-enabled API.
The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1
We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.
LifeRaft Launches to Build a Reliable Health Expense Safety Net Designed for Real Life
LifeRaft, a new insuretech company that makes simple, flexible and cost-effective supplemental health insurance products, came out of stealth mode today and launched its platform to offer people supplemental health options and solutions designed for real life. LifeRaft is building products that sit alongside a subscriber’s traditional health plan to help policy holders see the doctors they need, access the most appropriate treatments and make medical care more affordable.
Top 5 VC Deals of the Week in the Digital Wealth Sector (12/23/20)
The year is finishing out strong. Now there's a statement you don't often hear when referring to 2020, but the fintech venture capital is still flowing and there were some large deals penned this past week. Three of the top 5 were out of the US, with Paxos - a major crypto trading platform taking the top funding slot, followed closely by OscarHealth, an insurtech focused on health insurance offerings.
The Grail with Keith Gregg (12/23/20)
Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.
Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners
For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.
OpEd: The Renewal of PPP Is a Shot in the Arm for Small Business...
The passage of the proposed Economic Stimulus bill by Congress is a metaphorical shot in the arm for small business owners who have suffered disproportionately during the COVID pandemic. It includes the renewal of the Paycheck Protection Program lending, which gave a lifeline to millions of small businesses nationwide until the program expired on Aug. 8.
WEALTHTECH INSIDER: Orion Thought Leader Q&A Series With Mustapha Baassiri
This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.