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SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth...

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SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.
Rusty Vanneman

WEALTHTECH INSIDER: Five Investment Megatrends to Watch

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Beyond the promise of returns, model investment strategies can encourage clients to stay tuned in to their financial goals and stick with an advisor over the long haul… assuming the models make sense for what the client needs.

“Scarce Source of Value.” Finally, a Brilliant Definition.

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Almost anyone can read that headline and immediately know what it refers to; BITCOIN. That definition of Bitcoin is extremely significant because it comes from the newly appointed Chairman of the Securities and Exchange Commission, Gary Gensler. Finally, at long last, there is clarity as to how a US regulatory body views Bitcoin along with other cryptocurrencies. Significantly, Bitcoin is separated from other cryptos and considered a 'stand alone' asset.

How RIAs Can Simplify Compliance With Software

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Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.
Press Release 1

Digital Homeownership Platform Better to Become a Publicly-Listed Company via Merger with Aurora Acquisition...

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Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.

Advisor Group’s MyCMO Gives New Edge to Super-OSJs in Recruiting Wars

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When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.

Top 5 VC Deals of the Week in Digital Wealth (5/5/21)

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

Fintech Luminaries – Meet Tony Petrilli of Orbis Systems

Meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker dealers and RIAs in over 20 countries on 4 continents, providing them with the infrastructure, and direct, cost-efficient access to the U.S. markets.

Publisher Notes For 4/28/21

Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this piece inasmuch as we're talking about publicly traded company, shockingly). Here's a recap of our latest content posted for our readers this week!
Press Release 2

vigtec.io Launches Investing Discovery and Competitive Intelligence Trading Platform to Empower Next-Gen Investors

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vigtec.io, (vigtec) a new consumer-focused investing discovery platform, emerged from Beta today, offering among the fastest real-time market data flows available, and determined to deliver affordable investing resources for all.