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CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk...
CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.
The Week in Digital Wealth (5/26/21)
If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.
YIELD App announces ground-breaking new DeFi insurance product, Steady State
Decentralized finance (DeFi) wealth management platform YIELD App has announced it is partnering with its new partner project, cutting-edge new DeFi insurance protocol Steady State, which plans to completely transform the cryptocurrency protection landscape.
Future Crypto Regulations Take Center Stage in Wealth Management
Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.
Lance is the Self-Driving Banking Account for Solopreneurs
Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.
FusionIQ Adds Alternative Investments to Digital Workstation
FusionIQ, a leading investment research and technology provider, today announced the addition of more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyze and invest in a variety of alternative investment strategies.
Sheesha Finance Partners with deFIRE to Offer Optimal Execution Across Decentralized Exchanges
Sheesha Finance, he first decentralized cryptocurrency mutual fund for DeFi investors to easily access a variety of projects without having to spend days, sometimes weeks doing research, and deFIRE, a DeFi platform designed for the Cardano ecosystem, today announced a partnership to deliver valuable crypto solutions to Cardano’s community and users.
Publisher Notes For 5/12/21
Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher
Digital Homeownership Platform Better to Become a Publicly-Listed Company via Merger with Aurora Acquisition...
Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.
Advisor Group’s MyCMO Gives New Edge to Super-OSJs in Recruiting Wars
When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.