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Your Best Compliance Partner Could Be Your Tech Platform
It’s no secret that the SEC in recent months has become more aggressive on the enforcement front than at any point during the last...
ComplySci and Apex Enter Partnership
The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with the Peak...
Sarson Funds Partners with Entoro, Expanding Crypto Product Line
(INDIANAPOLIS, IN) - Sarson Funds and Entoro Securities today announced a new partnership, with the expansion of Sarson Funds’ multi-manager digital asset investment product line and platform upgrades....
The Week in Digital Wealth (8/30/22)
By Christopher Robbins
This week in digital wealth we had a lot of wealthtech activity. So much, in...
Advisor Tech Talk (8/30/22)
By Christopher Robbins
Do we focus too much on the little guy?
I know that early on in my tenure writing about financial...
FINTECH CORNER: How The Right Technology Can Super-Charge Inorganic Growth
The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.
The Week in Digital Wealth (8/23/22)
By Christopher Robbins
This week in digital wealth there was a lot of activity on the margins, but...
EPISODE 70: The Once in Humanity Opportunity to Create the Decentralized Metaverse
DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between...
In One Word: TEACHER
By Michael Partnow
My amazing wife MaryAnn is better known to many as Miss MaryAnn. I cannot imagine how...
Leap Provides Tech-Enabled Video Education Series at No Cost for Potential Home Buyers
Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...