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DriveWealth’s Acquisition of Cuttone & Co. Brings Pioneering Technology for Global Retail Investors to...
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)
WEALTHTECH INSIDER: Five Reasons Why Planning Goals Fail
Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.
The Grail with Keith Gregg (1/20/21)
Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.
Important Quotes on Finance that Have Been Lost, Forgotten, Overlooked or Just Plain Ignored!
Since we are basically still at the very beginning of 2021, with almost everyone making predictions for what may or may not happen in the coming year, it might be a good idea to look back. NOT at what happened but rather some very topical quotes and sayings that always seem to get overlooked (or ignored), BUT which have a direct and lasting importance on what's happening now. With some of these quotes, the government (and financial 'smarties') would rather you didn't remember them, but hey, they were the ones who said them.
Visa Abandons Plaid Deal After Antitrust Concerns
The $5.3 billion deal between Visa and Plaid collapsed due to a government antitrust lawsuit. The U.S. Justice Department called Visa a "monopolist in online debit transactions."
The Grail with Keith Gregg (1/13/21)
Treat your business like it’s your baby. I’m sure you’ve heard this saying before: give your business the love, attention and care it needs to survive and thrive. While this metaphor typically relates to aspects of managing and investing in your business, consider it through a more profound lens — protecting your business.
Alphatrai Publishes White Paper On Investment Portfolio Construction Through Understanding Risk
AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”
The Grail with Keith Gregg (1/6/21)
Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.
1Kosmos Now Available on Auth0 Marketplace
SOMERSET, N.J., Jan. 4, 2021 /PRNewswire/ -- 1Kosmos, the next-generation, contact-free authentication solution, today announced the availability of 1Kosmos BlockID on Auth0 Marketplace, a newly-launched catalog of trusted technology integrations to extend the functionality of Auth0's identity management platform. 1Kosmos BlockID, an identity solution powered by advanced biometrics and Blockchain technology that verifies the identity of employees and customers who require physical and logical access to facilities, systems, and applications, with the utmost levels of identity and authentication assurance per the NIST 800-63-3 guidelines.
The Grail with Keith Gregg (12/30/20)
As discussed last week, starting a business poses a unique set of challenges. However, successfully running a business, maintaining consistent operational efficiency and high-quality client service all simultaneously creates a different set of hurdles to overcome.