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The Grail with Keith Gregg (12/30/20)

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As discussed last week, starting a business poses a unique set of challenges. However, successfully running a business, maintaining consistent operational efficiency and high-quality client service all simultaneously creates a different set of hurdles to overcome.

2020 Fintech Venture Capital Trends

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Each week, we publish the Top 5 Fintech VC Deals of the Week for our readers, but for our year end piece, we thought it would be interesting to take a look at some trends that happened in 2020 instead.

Threat Hit Voyager Digital – Crypto App Went Offline Monday, Resumes Trading Tuesday Morning

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Yesterday (12/28) around 1pm ET, the digital currencies app Voyager Digital went offline and has remained unavailable to customers for trades, etc. through Thursday morning.

The Taylor Report (12/22/20)

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Trading Summary Notes for Tuesday, 12/22/20: What's new? Bitcoin had a huge week, up about $4,000 (20%+) since last week; ETH above $600; Gold solid; S&P "re-jiggered" and now includes TESLA. TSLA drops on the actual news.
zCindy-New

Publisher Notes For 12/23/20

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Christmas is here and our household is huddled up by the Christmas ficus (yes, that's what we have) waiting excitedly for Santa to come through our loft's patio doors (no chimney in our studio) to deliver goodies! But wait - we don't need Santa this year! We have MacKenzie Scott!

Financial Advisors Increasing With Younger Generations

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Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...

Who Needs Santa! MacKenzie is Doing Just Fine

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Who needs Santa when you have someone like MacKenzie giving away billions (yes billions) of her Amazon fortune? $6 billion this year so far. And, she certainly learned how to distribute efficiently from all her firsthand experience making Amazon the behemoth it is today with ex-hubby Jeff Bezos.
Press Release 1

SS&C GlobeOp Forward Redemption Indicator

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SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that the SS&C GlobeOp Forward Redemption Indicator for December 2020 measured 3.95%, up from 3.63% in November.
Press Release 3

COVID Pandemic To Have A Lasting Effect On Investor Hedge Fund And Private Equity...

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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.
Press Release 4

Fusion Financial Partners Launches Fusion Black Ops™ as the First Modular Turnkey Solution for...

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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.