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The Taylor Report (3/23/21)

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Don't make any new "bets" until this quarter is over. With a week to go, it is uncertain whether market participants will seek to "mark" portfolios up, or perhaps do some selling to lock in quarterly gains.

Publisher Notes For 3/24/21

Greetings from Digital Wealth News™ ! Our latest exploits this past weekend...

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/24/21)

IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.

Fintech Luminaries – Meet Stephanie Foster of XY Planning Network

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For the next feature in Digital Wealth News' Fintech Luminaries series, we’d like you to meet Stephanie Foster, who serves as the Chief Administrative Officer at XY Planning Network, a tech-savvy service organization that provides a turnkey solution for fee-for-service financial advisors who are focused on working with Generation X and Generation Y clients.
Press Release 3

Smarsh Enables Financial Firms to Maximize Zoom Capabilities and Meet Regulatory Requirements

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Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, today announced the launch of three applications to the Zoom App Marketplace.

Publisher Notes For 3/17/21

Greetings from Digital Wealth News™ ! Happy St. Patty's Day from Digital...
Press Release 2

Investment Banking & Trading Services Market to Reach $520.02 Bn, Globally, by 2027

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Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.

Publisher Notes For 3/10/21

Happy Wednesday, Digital Wealth Devotees! This week we ended up with more content than usual, but it's all really interesting, so we hope you'll enjoy it as much as we did gathering it all up!
Press Release 2

iCapital Network® Expands Product Offering for Accredited Investors

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iCapital Network®, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and KKR, a leading global investment firm, today announced that iCapital RF Adviser, a registered investment adviser and subsidiary of iCapital, has been appointed investment adviser of the iCapital KKR Private Markets Fund.3

Publisher Notes For 3/3/21

Greetings from Digital Wealth News™ ! Happy Wednesday from Beautiful Montana! ...