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How To Close A Deal In A Virtual Environment

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Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...
Press Release 1

Exclusive 2020 Holiday Season Data from PingPong Reveals Cross-Border E-Commerce Takeover

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The e-commerce sector has been the biggest winner from the pandemic. Exclusive data released today from cross-border payment specialist PingPong has shown strong global growth at the end of a year that has seen Covid-19 permanently shift consumer spending patterns from offline to online.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 2

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Last week we launched a "mini-series" on digital wealth predictions for 2021 from the top fintech minds in...

2020 Fintech Venture Capital Trends

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Each week, we publish the Top 5 Fintech VC Deals of the Week for our readers, but for our year end piece, we thought it would be interesting to take a look at some trends that happened in 2020 instead.
Press Release 1

SS&C GlobeOp Forward Redemption Indicator

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SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that the SS&C GlobeOp Forward Redemption Indicator for December 2020 measured 3.95%, up from 3.63% in November.
Press Release 3

COVID Pandemic To Have A Lasting Effect On Investor Hedge Fund And Private Equity...

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Corgentum Consulting, a leading provider of operational due diligence reviews and background investigations, announced today the results of a new investor and operational due diligence (ODD) analyst survey.
Press Release 2

FinTech Innovators Partner to Turn NLP into Dollars

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Vectorspace AI in partnership with CloudQuant announce the availability of novel datasets that reveal relationships between global equity products. Vectorspace AI datasets are designed to boost precision, accuracy, signal or alpha based on Natural Language Processing and Understanding (NLP/NLU) using the VXV utility token wallet-enabled API.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1

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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.

The Grail with Keith Gregg (12/23/20)

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Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.
Larry Roth

Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners

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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.