Home Search
evolve - search results
If you're not happy with the results, please do another search
Publisher Notes For 11/16/21
Hello Fintech Friends! This week we explore the intersection of gaming, finance and media, review the increasing role BTC is playing in Latin American economies, and review the week's top VC deals in the fintech sector and more. Read up! Cindy Taylor, Publisher
Wealth Management: Three Strategies to Personalize the Client Experience
Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed
Publisher Notes For 11/9/21
Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm several sectors of the market, including blockchain innovation, and report on the latest Initial Public Offering in the fintech sector plus more. READ UP!!
Publisher Notes For 11/2/21
Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!
Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
ComplySci Acquires NRS to Meet Venture Capital, Private Equity RegTech Needs
Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.
Publisher Notes For 10/26/21
Greetings Fintech Friends! This week we explore the Budget Reconciliation Bill and its impact on American prosperity, delve into Mastercard's major new leap into crypto and report on a $900M funding round for a Berlin-based mobile banking app plus more. Read up! Cindy Taylor, Publisher
REAL CLEAR CRYPTO: To A Younger Investor, Crypto Is Deeper Than The Huge Returns
There is no lack of fresh faces working in the digital assets space, but Nathan Frankovitz is not like most young people in crypto. Frankovitz is a blockchain analyst at crypto asset management platform Sarson Funds.
Top 5 VC Deals of the Week in Digital Wealth (10/26/21)
This week we're back with a fresh round of new Top 5 VC deals, and again, we're seeing major diversity this week in the types of deals getting completed.
ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology...
ComplySci (the “Company”), an established provider of regulatory technology and compliance solutions for the financial services sector, today announced the commencement of its M&A growth strategy, starting with the acquisition of National Regulatory Services (NRS), an advanced provider of compliance consulting services and technology solutions for investment advisers, broker-dealers, hedge funds, private equity firms, insurers and other financial services firms.