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Post-GameStop, Future Compliance Risks Could Reshape Wealthtech

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For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.

Fintech Luminaries – Meet Andrew Altfest of FP Alpha

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For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.

Publisher Notes For 2/3/21

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Welcome to our latest edition of Digital Wealth News! Last week was moving week for the Taylor household, and this week we are publishing from our new home base in Bozeman, MT. Without skipping a beat, and even despite the 2,000 mile road trip, we have one of the best editions we've produced to date. Check it out!

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.

Publisher Notes For 1/27/21

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Today is a big day for the Taylor household. We embark on a new chapter of our life - leaving the southern charm of Atlanta for the majestic, wild beauty of Montana on a 2,000 mile road trip with our 15-year old kitty in the back seat. Next week, Digital Wealth News will officially come to you from Bozeman! Getting the long undies ready! In the meantime, we have another great line up of content for you this week. Check it out!

Canadian Invasion: Toronto-Based FinTech Wealth Management Platform Continues Expansion in America

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In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.

Publisher Notes For 1/20/21

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Welcome to our latest edition of Digital Wealth News! We have SUCH an interesting line up of content today, from incriminating quotes from the past from the past form the likes of Paul Volker, Ronald Reagan, Jamie Dimon and more (great read) to wealthtech tools all advisors must have in their tech stacks to $500M(!) VC deals and more.
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Drip Capital Surpasses $1 Billion in Cross-Border Trade Receivables Financing Transactions

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Drip Capital has reached a major company milestone; financing over US$ 1B of cross-border trade through its platform. The global fintech company provides working capital solutions to small and medium-sized importers (SMBs) in the United States and exporters in emerging markets like India and Mexico.

Publisher Notes For 1/13/20

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Greetings from Digital Wealth News™ ! Welcome to our latest edition of...

Brilliant or “Sneaky” Bitcoin Activity?

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Just in case you haven't heard (amazing), the price of Bitcoin reached over $40,000 last week as more institutional investors have decided to gain exposure to the digital asset/currency.