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Press Release 4

Blockchange and IRA Financial Partner to Enable RIAs to Manage Crypto Assets in Qualified...

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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.
Press Release 3

Cross-border B2C eCommerce Spend to Break the $1 Trillion Barrier in 2022, Catalysed by...

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According to Kaleido’s new report on B2C Cross-border eCommerce: Market Outlook 2021, regional growth of cross-border sales will outstrip domestic eCommerce growth in all regions.

Chalice Network and FSP Announce the Launch of Chalice FinTech Institute

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Chalice Network and the Society of Financial Service Professionals (FSP) proudly announce the launch of Chalice FinTech Institute (CFI), a comprehensive FinTech educational platform designed specifically for the financial services industry
Rusty Vanneman

WEALTHTECH INSIDER: Rusty Vanneman on the Rise of Model Portfolios

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Today, Orion’s CMO Kelly Waltrich speaks with Orion CIO Rusty Vanneman about why industry heavyweights like Fidelity and BlackRock are embracing model strategies..

When is a Bank Not a Bank?

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Most people think of a bank as one of those big, pillared buildings that you deposit your money in for safekeeping and have the FDIC insure its safety

Exxe Group Issues Bitcoin Exchange Corporate Updates

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Exxe Group, Inc. (OTC PINK: AXXA), a fintech company focused on synergistic diversified acquisitions is pleased to release a corporate update on its revamped UK-based currency exchange services operations which is on track to launch this month

WEALTHTECH INSIDER: Dr. Daniel Crosby On Understanding ‘Messy’ Lives & Digital Prospecting

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In the weeks ahead, I’ll be conducting a series of Q&As with Orion’s subject matter experts around the four pillars of our tech-enabled fiduciary process: Prospect – Plan – Invest – Achieve. For the first installment, I spoke with Dr. Daniel Crosby about the role behavioral psychology plays...

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

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CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O'Brien and Claudine Martin to its management team..

Prime Trust and Bittrex Integration Enables Liquidity for Corporate and Institutional Customers

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LAS VEGAS, Oct. 13, 2020 /PRNewswire/ -- Prime Trust, the innovative open-banking financial solutions provider, announced today that the institution has...

This Poll is a Reminder to Financial Advisors to Market at Square One

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The latest results from a National Financial Educators Council survey remind me of an important best financial education lesson.