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Advisor Group Enhances Cybersecurity Preparedness with Appointment of New CISO

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Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.

Publisher Notes For 9/14/21

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Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!

The Taylor Report (9/14/21)

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Trading Summary Notes for Tuesday, 9/14/21: Oh, just your every so often "flash crash" in BITCOIN, ETH and the crypto sector (again? Yawn).....BITCOIN dropped to the low $40K area.

Fintech Corner – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond

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Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.

Advisor Tech Talk: 9/14/21

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Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

REAL CLEAR CRYPTO: Roman DBDR Merges with CompoSecure to Debut Arculus™ in Digital Asset...

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Roman DBDR Tech Acquisition Corp. (NASDAQ: DBDR) (“Roman DBDR”) is a tech acquisition company focused on partnering with young companies that seek to be leaders in the next generation of technology.

Top 5 VC Deals of the Week in Digital Wealth (9/14/21)

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We hope you had a great Labor Day week and enjoyed the tail end of the summer season with a few extra days off. But this week we're back at it with a new roundup of the Top 5 VC deals in digital wealth.

Billionaire Bitcoiners: Kevin O’Leary and Carl Icahn Embrace the Crypto Ecosystem

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While uncertainty flooded the global financial markets over the course of 2020 and 2021, one thing rang true: crypto is a force to be reckoned with. Now, boomers and billionaires alike are finally waking to crypto’s place in the future of our world.

Surprise! Tech-Enabled FA Recruiting Beats Expectations

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Just before March 2020, the financial advisor recruiting marketplace looked unchanging and predictable, at least for independent dual registrant firms.

Help! What Kind of Cybersecurity Investments Should I Make for Next Year?

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If there was ever a time for wealth management firms to build additional resources into their upcoming annual cybersecurity budgets, it’s now.

Cyber-attacks generally continue to rise as hackers from around the world grow bolder and more sophisticated, and though it has been a common tactic for years, ransomware seems to be having a moment in recent months.