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Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector here. Read up!

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 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.

FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.

Almost anyone can read that headline and immediately know what it refers to; BITCOIN. That definition of Bitcoin is extremely significant because it comes from the newly appointed Chairman of the Securities and Exchange Commission, Gary Gensler. Finally, at long last, there is clarity as to how a US regulatory body views Bitcoin along with other cryptocurrencies. Significantly, Bitcoin is separated from other cryptos and considered a 'stand alone' asset.

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.

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.

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform the kind of stand-alone asset management that has quickly become commoditized in our industry. Now, our clients need our help to get them to their financial goals.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.

Over the past two decades as clients and the financial industry itself shifted online, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged