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Direct Indexing: 2020’s Surge is Just the Beginning
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
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.
Fintech Luminaries – Meet Steve Ehrlich of Voyager Digital
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)
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?
There has been speculation for years on when there will be a bitcoin ETF....
Adviser Domain – Defining Zero Trust Cybersecurity Ahead of 2021
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
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
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
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
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the...