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Direct Indexing: 2020’s Surge is Just the Beginning

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Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

How an Investment Group on Reddit Can Return Democracy to Stock Markets

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The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.
steve ehrlich

Fintech Luminaries – Meet Steve Ehrlich of Voyager Digital

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Steve Ehrlich is the CEO and Co-Founder of Voyager Digital LLC, a publicly traded crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets.

The Grail with Keith Gregg (12/2/20)

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I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; missing guests (and their side dishes)...

Is There Already a Bitcoin ETF?

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There has been speculation for years on when there will be a bitcoin ETF....

Adviser Domain – Defining Zero Trust Cybersecurity Ahead of 2021

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Zero Trust is a very simple security concept. It operates around one belief: Trust no one. No process. No technology. No one inside the organization or outside of the parameters. Everything requires verification. Everything must receive permission before connecting to a network...

iCapital Roars Forward into European & Asian Markets

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Alternatives investment platform iCapital has recently announced a new acquisition and several new offices & senior hires.

This Poll is a Reminder to Financial Advisors to Market at Square One

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The latest results from a National Financial Educators Council survey remind me of an important best financial education lesson.

Fintech Luminaries – Meet Christian Kameir of Sustany Capital

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Digital Wealth News is pleased to bring you our "Fintech Luminaries" series – featuring thought leaders within the blockchain and digital wealth space. For the next feature in this series, we’d like you to meet Christian Kameir, Managing Partner of Sustany Capital, a blockchain venture fund headquartered in Newport Beach, CA.

Fintech Luminaries – Meet Marie Tatibouet of Gate Technology

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the...