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You heard it here first. Well, actually we have been "preaching" tokenization of assets since late 2016 when...

By Laurie Ehrbar After much fanfare, the SEC's new marketing rule will go into effect...

While the “Rule of Three” isn’t enshrined in any regulatory code or compliance protocol, it is a fitting construct for discussions of regtech in the private equity space today. Without question, the private equity space comes with a highly dynamic regulatory and legal environment, and this drives the kinds of technology solutions needed to address a constantly changing ecosystem.

Today’s largest wealth management firms are constantly under threat. Cyber criminals are working around the clock to hack into RIAs, IBDs and MFOs to access the large amounts of financial and personal data they manage.

It may not be big news that the ability to tokenize assets like art, all kinds of collectables...

By Sid Yenamandra There's no question that cybersecurity is fast-moving space in general, and that...

March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...

Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...