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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...
WEBINAR: Why Your Firm Must Go Digital in 2021
Everything changed in 2020—most businesses weren't prepared for the unexpected shift in the economy...
S&P Global and IHS Markit to Merge in All-Stock Transaction Valuing IHS Markit at...
S&P Global (NYSE: SPGI) and IHS Markit (NYSE: INFO) today announced they have entered into a definitive merger agreement to combine in an all-stock transaction which values IHS Markit at an enterprise value of $44 billion, including $4.8 billion of net debt.
The Grail with Keith Gregg (12/9/20)
Running a small business is not for the faint of heart. Myriad responsibilities, a surplus of critical decisions and ongoing effort to streamline your day-to-day activities can be dizzying...
Do You Know Who Left the VOO?
We have a real "who done it" on our hands. Somebody took around $7 billion out of Vanguard's S&P 500 ETF.......symbol VOO.......in just one day last week. That amounted to roughly 4% of the fund's assets and looks like it was done in one large record setting trade. That's a really big deal.
Is Fintech’s Future Investing with 13 Year Olds?
Now - there are digital banks for teenagers (Step comes to mind and we just reported on them recently). There are platforms that enable you to gift your teen with fractional shares of stocks, like Stockpile and GiveAShare. All well and good - we love seeing platforms come out that help our young'ns become financially savvy and begin building portfolios.
THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip
THE TIFIN GROUP today announced that its portfolio company, 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale, has entered into a definitive agreement to be acquired by J.P. Morgan Asset Management.
The Taylor Report (12/1/20)
What to do now? Buy Bitcoin & Ethereum. BTC is about to go parabolic. Buy the BIG dip in gold. Longs got out at month end. 2021 looks like another good gold year. Keep (or initiate) a short S&P 500 exposure...
Publisher Notes For 12/3/20
Holiday Greetings from Digital Wealth News™ !
Hoping this finds you and...
FMG Suite Announces Strategic Acquisition of Twenty Over Ten
FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals.