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How ETF Innovation And Mainstreaming Of Fintech Converged Last Week

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The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds.

RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model

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The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.
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Luma & Insurance Technologies Partner to Bring Annuities Solution to Market

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Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market.
Press Release 2

Study Shows Target Shareholders Spend More With Retailer

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Bumped—the fintech company on a mission to create an ownership economy through fractional stock rewards—released data from their two-year pilot study showing that when Target customers become a shareholder in the brand, they increase their monthly spend 41%.

Fintech Luminaries – Meet Cheryl Nash of InvestCloud’s Financial Supermarket

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We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.

Will Smith, J.J. Watt, The Chainsmokers Take on Robinhood. Hello Public!

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Public is a stock trading firm that aims to be the "anti-Robinhood" of public markets, has a more social focus and does not sell its investor's order flow.

The Taylor Report (2/16/21)

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Simple Thoughts in Complex Markets By Bill Taylor, Contributor/CIO-Entoro Wealth The...

Publisher Notes For 2/17/21

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Welcome to our latest edition of Digital Wealth News! Will Smith's investment in fintech, Ikea's venture into digital banking, bitcoin's meteoric rise to $50,000 - industry defining events are occurring NOW and we're covering them all for you here! Check it out!

Fintech Luminaries – Meet Sally Outlaw of Worthy Financial

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For the next feature in this series, we’d like you to meet Sally Outlaw of Worthy Financial which helps the "98%" painlessly save & invest while also helping businesses get better access to capital.

Here Come the Fintech SPACs

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After SPACs, or special purpose acquisition companies, became one of the preferred ways to take innovative companies public last year, a flurry of “SPAC-tivity” has taken place in the fintech sector, headlined last week by the acquisition of New York-based MoneyLion, a comprehensive personal finance, advice and investing platform, by Fusion Acquisition Corp.