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The Grail with Keith Gregg (12/30/20)

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As discussed last week, starting a business poses a unique set of challenges. However, successfully running a business, maintaining consistent operational efficiency and high-quality client service all simultaneously creates a different set of hurdles to overcome.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1

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We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.
Press Release 1

LifeRaft Launches to Build a Reliable Health Expense Safety Net Designed for Real Life

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LifeRaft, a new insuretech company that makes simple, flexible and cost-effective supplemental health insurance products, came out of stealth mode today and launched its platform to offer people supplemental health options and solutions designed for real life. LifeRaft is building products that sit alongside a subscriber’s traditional health plan to help policy holders see the doctors they need, access the most appropriate treatments and make medical care more affordable.

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/23/20)

The year is finishing out strong. Now there's a statement you don't often hear when referring to 2020, but the fintech venture capital is still flowing and there were some large deals penned this past week. Three of the top 5 were out of the US, with Paxos - a major crypto trading platform taking the top funding slot, followed closely by OscarHealth, an insurtech focused on health insurance offerings.

The Grail with Keith Gregg (12/23/20)

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Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.

Fintech Luminaries – Meet Conor Delaney of Good Life Companies

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Conor Delaney, CEO of Good Life Companies (www.goodlifeco.com), who runs one of the largest and fastest-growing independent hybrid Registered Investment Adviser (RIA) firms and Super-OSJ groups affiliated with LPL Financial.

Designing First-Class Digital Experiences in a Post-Pandemic World

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Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.

Fintech Luminaries – Meet Mark Contey of LaSalle St.

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For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...
Press Release 4

Wolters Kluwer to Acquire eOriginal

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Wolters Kluwer Governance, Risk & Compliance (GRC) has signed an agreement to acquire eOriginal, a leading provider of cloud-based digital lending software, for approximately €231 million in cash.
Press Release 2

NFL Hall of Fame Legend Marshall Faulk Joins Voyager Digital as Key Advisor

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Voyager Digital Ltd. ("Voyager" or the "Company") (CSE: VYGR) (OTCQB: VYGVF) (FRA: UCD2), a publicly traded, licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, today announced that NFL Hall of Famer Marshall Faulk will be a joining Voyager as an advisor