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Welcome to our latest edition of Digital Wealth News™! We thought we'd have some fun this week and pop you with an amusing and unexpected twist (and photo) with our Publisher's Notes for the New Year!

Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients.

Welcome to our latest edition of Digital Wealth News! Friends, we want to thank you one an all for the amazing support our readers and community have shown us during 2021.

For the global banking industry, the potential for economic recovery in the near term remains uncertain. The pandemic is set to pose a double-pronged problem for the industry in the months and years to come.

Christmas is here and our household is huddled up by the Christmas ficus (yes, that's what we have) waiting excitedly for Santa to come through our loft's patio doors (no chimney in our studio) to deliver goodies! But wait - we don't need Santa this year! We have MacKenzie Scott!

Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...

We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.

For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.

Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.