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Top 5 VC Deals of the Week in the Digital Wealth Sector (12/16/20)
It was a week before Christmas, and all the land...... the capital was flowing, for payments and...... crypto and proptech and international financial indeces
21 Financial Resolutions for 2021
It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc.
PRIVATE CLIENT RESOURCES (PCR) AND d1g1t FORM STRATEGIC ALLIANCE TO DELIVER INTEGRATED SOLUTION TO...
Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced a new strategic partnership.
The Taylor Report (12/8/20)
What's new? After a volatile (understatement) year, the newest thing is...........calm. Many funds have closed their books so the year is basically done...
SEC’s FinHub – Stand Alone, or Stand Next To?
The SEC has had the Strategic Hub for Innovation and Financial Technology, or FinHub, around for a few years but it was just announced that FinHub will now become a stand alone office
Publisher Notes For 12/9/20
Welcome to our latest edition of Digital Wealth News! New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news!
WEALTHTECH INSIDER: How Advisors And Their Clients Can Achieve Success By Leveraging Technology
Today, Brendan McConnell, Orion’s Executive Vice President of Enterprise and TAMP Products, explains how advisors and their clients can achieve success by leveraging technology to more directly serve their needs and goals with more personalized investment solutions...
Blockchange and IRA Financial Partner to Enable RIAs to Manage Crypto Assets in Qualified...
Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of a financial advisor. The arrangement allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of cryptocurrencies.
Startups Peer-Selected for Investment During Village Capital’s Finance Forward US 2020 Accelerator Program
Village Capital, with support from MetLife Foundation and PayPal, today announced that two startups, Manifest and Home Lending Pal, were selected to receive grant funding as a part of Finance Forward US 2020.