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Publisher Notes For 12/16/20

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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.
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NFL Hall of Fame Legend Marshall Faulk Joins Voyager Digital as Key Advisor

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Voyager Digital Ltd. ("Voyager" or the "Company") (CSE: VYGR) (OTCQB: VYGVF) (FRA: UCD2), a publicly traded, licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, today announced that NFL Hall of Famer Marshall Faulk will be a joining Voyager as an advisor

21 Financial Resolutions for 2021

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It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.
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PRIVATE CLIENT RESOURCES (PCR) AND d1g1t FORM STRATEGIC ALLIANCE TO DELIVER INTEGRATED SOLUTION TO...

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Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced a new strategic partnership.

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/9/20)

This week we saw YET ANOTHER British challenger bank receive funding this past week (gosh, there's a LOT of challenger banks out there now), plus an interesting new teen-based (you guessed it!) challenger bank out of SF. Also in this week's batch were an ATL-based payments app for e-commerce companies, an API platform for retail banking out of Chicago, and a credit card bill payment app out of India.
Press Release 1

S&P Global and IHS Markit to Merge in All-Stock Transaction Valuing IHS Markit at...

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S&P Global (NYSE: SPGI) and IHS Markit (NYSE: INFO) today announced they have entered into a definitive merger agreement to combine in an all-stock transaction which values IHS Markit at an enterprise value of $44 billion, including $4.8 billion of net debt.
passport

Wealthtech & Advisory Firm deVere Group Reports High Interest Levels in Second Passports

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The CEO of international financial advisory deVere Group, Nigel Green, has recently issued a statement noting that anecdotally, the firm is experiencing unusually high numbers of clients requesting assistance with its citizen and residency service.

Advisor Domain: Email Archiving: The Broker-Dealer’s First Line of Defense with Regulatory Penalties

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The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordkeeping and supervision obligations. In particular, one recurring area where significant penalties can be imposed is with a financial advisor’s outside business activities (OBA).

Adviser Domain – New Cybersecurity Program for Financial Planners Launches

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Financial Planning Association launches new Cybersecurity for Financial Planners
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tZERO ATS Market Data Now Available on Financial Market Data Platform Refinitiv

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tZERO announced today that its subsidiary, tZERO ATS, a FINRA member broker-dealer that operates an Alternative Trading System (ATS), has completed a technology integration with Refinitiv, one of the world’s largest providers of financial markets data and infrastructure and formerly Thomson Reuters’ Financial and Risk business.