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Do You Know Who Left the VOO?
We have a real "who done it" on our hands. Somebody took around $7 billion out of Vanguard's S&P 500 ETF.......symbol VOO.......in just one day last week. That amounted to roughly 4% of the fund's assets and looks like it was done in one large record setting trade. That's a really big deal.
Advisor Domain: Email Archiving: The Broker-Dealer’s First Line of Defense with Regulatory Penalties
The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordkeeping and supervision obligations. In particular, one recurring area where significant penalties can be imposed is with a financial advisor’s outside business activities (OBA).
Fintech Luminaries – Meet Homa Karimabadi of AlphaTrAI
Digital Wealth News connected recently with data sciences leader Homa Karimabadi about his role as Chief Scientist of AlphaTrAI, which seeks to transform asset management with a data science-driven approach that eliminates errors that can be caused by human bias and emotions...
TradePMR Adds Adhesion Wealth® to Fusion Platform
Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
The Grail With Keith Gregg (11/11/20)
Chalice Network exists to fill a void in the marketplace for hundreds of thousands of Independent Advisors and SMBs.
McDermott Obtains Landmark “No-Action” Relief for Two Ocean Trust Concerning Digital Asset Custody
CHICAGO – International law firm McDermott Will & Emery assisted Two Ocean Trust in obtaining landmark “no-action” relief from the Wyoming...
Billtrust To Become Publicly Traded Company Through Combination With South Mountain Merger Corporation
Billtrust, a leader in B2B order-to-cash solutions, and South Mountain Merger Corporation (Nasdaq: SMMC.U) ("South Mountain"), a publicly traded special purpose acquisition company, today announced they have entered into a definitive business combination agreement
Goldman Sachs Open Sources its Data Modeling Platform through FINOS
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.
The Grail With Keith Gregg
It is easy to set up a business, but to maintain the consistency and to be qui vive of financial hardship is much looked down upon. It is understandable that business owner might find it difficult to take care of business single handedly, that’s why Chalice Network was born...
B2B Fintech Tipalti Raises $150 Million at a Valuation of More Than $2 Billion...
SAN MATEO, Calif.--(BUSINESS WIRE)--Tipalti, the leading global payables automation solution, today announced it raised $150 million at a...