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Direct Indexing: 2020’s Surge is Just the Beginning

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Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

WEALTHTECH INSIDER: Cash Management & Lending Solutions For Advisors

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Users of Omaha-based Orion Advisor Solution’s wealth management platform will now have access to cash management and lending solutions for their client thanks to a partnership with New York-based Focus Financial Partners.
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Hudson Executive Investment Corp. II Announces Closing of $250 Million Initial Public Offering

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Hudson Executive Investment Corp. II (the "Company") announced today that it closed its initial public offering of 25,000,000 units at a price of $10.00 per unit, including 2,500,000 units issued pursuant to the exercise by the underwriters of their over-allotment option

2020’s Rise Of Digital Retail Presaged The January Frenzy

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The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.

How an Investment Group on Reddit Can Return Democracy to Stock Markets

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The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.
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LendingClub Closes Acquisition of Radius Bancorp

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LendingClub Corporation (NYSE:LC) today announced the completion of its acquisition of Radius Bancorp, Inc. and its digital bank subsidiary, Radius Bank ("Radius").

Tips for Selecting Essential Tools to Optimize Your Tech Stack

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A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.

DriveWealth’s Acquisition of Cuttone & Co. Brings Pioneering Technology for Global Retail Investors to...

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DriveWealth, a leading global brokerage infrastructure platform, today announced the acquisition of Cuttone & Company, a globally-respected New York-based institutional broker dealer, thus bringing its pioneering technology to the floor of the New York Stock Exchange (NYSE)
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GROUNDFLOOR announces new pilot program to spur accessory dwelling unit (ADU) growth in Atlanta

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GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, is announcing a new pilot program to spur the development of more accessory dwelling units (ADUs) in the Atlanta jurisdictions where they are currently permitted.
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LendingClub Receives Regulatory Approvals to Acquire Radius Bancorp

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LendingClub Corporation (NYSE:LC), America's leading online lending marketplace connecting borrowers and investors, today announced that it has now received all the bank regulatory approvals necessary to complete its acquisition of digital bank Radius Bancorp ("Radius"). The company expects the acquisition to close on or around February 1, 2021, subject to completion or waiver of the remaining customary closing conditions.