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Press Release 3

THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip

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THE TIFIN GROUP today announced that its portfolio company, 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale, has entered into a definitive agreement to be acquired by J.P. Morgan Asset Management.
steve ehrlich

Fintech Luminaries – Meet Steve Ehrlich of Voyager Digital

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Steve Ehrlich is the CEO and Co-Founder of Voyager Digital LLC, a publicly traded crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets.

Digital Banks Seek Fin-TikTokers and Fin-Fluencers

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Competition for new banking customers between large established traditional banks and the new 'challenger' (a/k/a digital banks) banks has taken a new twist. Challenger banks like Starling, Revolut, Chime and others have "attacked" the traditional banking industry with little or no fees, innovative services and products, easy to use apps and no branches
Press Release 2

Kingswood Acquisition Corp. Announces Closing of $115 Million Initial Public Offering

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Kingswood Acquisition Corp. (NYSE: KWAC.U) (“KWAC” or the “Company”) announced today the closing of its initial public offering (“IPO”) of 11,500,000 units, including 1,500,000 units issued to the underwriters upon the full exercise of their over-allotment option, at a price to the public of $10.00 per unit. The units began trading on The New York Stock Exchange (the “NYSE”) under the symbol “KWAC.U” on November 20, 2020.

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).

The Grail with Keith Gregg (11/25/20)

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Advisors should reconsider their communication strategy in the “new norm." Here are some key ideas to keep in mind when re-evaluating your B2C or B2B communication, as well as helpful tools and resources to follow through.
Press Release 4

Rapyd Launches First Cross Border Fraud Prevention Solution For All Payment Methods

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Rapyd, a global Fintech as a Service provider, announced today the launch of Rapyd Protect, a fraud solution designed to protect businesses and consumers against fraud across countries and payment methods

VIDEO: Y’all Street Report with Jim Row

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Jim Row of Entoro Capital discusses Robinhood and what you should know about its operations and how it makes money...
Press Release 2

TradePMR Adds Adhesion Wealth® to Fusion Platform

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Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.

Publisher Notes (11/11/20)

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Happy Wednesday from Digital Wealth News™ ! Greetings once again from ATL...