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Financial Advisor Digital Marketing in a Post-Pandemic World

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While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

When Goldman Sachs Smells Money, Take Note

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Recognizing the potential for an explosion in customer demand for bitcoin, Goldman Sachs is re-entering a sector they exited just a couple years or so ago by relaunching its cryptocurrency trading desk, thus allowing them to deal Bitcoin futures and non-deliverable forwards to clients.
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Skience Launches Advisor Transitions Solution

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Skience, a leading digital enablement solution and consulting provider, today launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.

WEALTHTECH INSIDER: Orion Announces Acquisition of Risk Analytics and Business Intelligence Platform, HiddenLevers

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Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.
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iCapital Network® Expands Product Offering for Accredited Investors

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iCapital Network®, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and KKR, a leading global investment firm, today announced that iCapital RF Adviser, a registered investment adviser and subsidiary of iCapital, has been appointed investment adviser of the iCapital KKR Private Markets Fund.3

DWealth Muse Podcast Series: Episode 3 – Are Retail Investors Worthy of Alternative...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

DWealth Muse Podcast Series: Episode 2 – Gamestopped by Congress

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DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional...
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A100x Launches Venture Fund For Emerging Technologies for Impact and Blockchain

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A100x announced today the launch of a rolling venture fund committed to investing in companies that apply blockchain, AI and other emerging technologies to promote environmental, social and economic impact
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Crypto Tax & Accounting Firm TaxBit Announces $100M Raise

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TaxBit, which offers cryptocurrency tax and accounting automation software announced today a record-breaking $100 Million Series A funding round

OpEd: Democratized Markets Still Need Ethics, Right?

While regulators, lawyers, politicians and investors begin to sort out exactly what happened in this debacle, one thing is abundantly clear. Some people made a LOT of money with the recent GameStop trade and a lot of people LOST a lot of money