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The Grail With Keith Gregg (11/4/20)

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The art of Independence is not going it alone, surrounding yourself with other like minded and successful business owners. Leveraging the strength of the collective network to assist you in capturing the elusive economies of scale that no one small firm can achieve by themselves...

Refinitiv Lipper Reports $1 Trillion Gain in Equity Funds in 3rd Quarter of 2020

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Fintech and data firm Refinitiv (through it's Refinitiv Lipper division) has just released the results of a Q3|20 report noting that AUM in exchange-traded products and mutual funds rose $1.024 trillion.

Crowdfunding Rises to Challenge in Wake of COVID Venture Belt Tightening

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The metrics are now largely in for capital market trends in Q2 and, at the lower end of the market at least, tell a compelling story of fundamental shifts in private capital raising...

Goldman Sachs Open Sources its Data Modeling Platform through FINOS

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The Fintech Open Source Foundation (“FINOS”), together with platinum member Goldman Sachs (NYSE: GS), today announced the launch of Legend, Goldman’s flagship data management and data governance platform.

Did Robinhood “Defund” Security Police?

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Robinhood does not charge commissions to trade and that has propelled the seven year old brokerage firm to fantastic growth. But to offer free trading, Robinhood also has to keep costs low. Something usually has to give.

B2B Fintech Tipalti Raises $150 Million at a Valuation of More Than $2 Billion...

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SAN MATEO, Calif.--(BUSINESS WIRE)--Tipalti, the leading global payables automation solution, today announced it raised $150 million at a...

The Taylor Report (9/29/20)

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Simple Thoughts in Complex Markets By Bill Taylor, Contributor/Entoro Wealth The...

VIDEO: Y’all Street Report with Jim Row

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How long does a capital raise take? The answer: it depends. Depends on product, security, amount, terms, management team, there are no less than 10 significant drivers, however, there is one thing that is hard to control, that is the calendar...

New SEC Rules Put Little Guy At Heart Of Private Deal Action

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By Sean Levine, Entoro Capital Finally, change for the better is officially...

Advisor Domain: Heed the Warning, Don’t Be a Statistic

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Garrett Baldwin's Weekly Take on Cybersecurity in Wealth Management