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BNY Mellon today announced the formation of a new enterprise Digital Assets unit that will accelerate the development of solutions and capabilities to help clients address growing and evolving needs related to the growth of digital assets, including cryptocurrencies.

Great transformations are often marked with nouns developing into verbs. Phoning. Texting. Facebooking. Tweeting. And most recently, GameStopping.

For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.

Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Remember years ago when a group called "Occupy Wall Street" set up camp on........Wall Street........and were going to "democratize" the banking industry? Remember loan decisions were going to be made by committee by wiggling their hands either up or down for approval?

Users of Omaha-based Orion Advisor Solution’s wealth management platform will now have access to cash management and lending solutions for their client thanks to a partnership with New York-based Focus Financial Partners.

To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...

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 Ran Harpaz, Chief Technology Officer or Hippo, which pushed home insurance into the digital age and made it possible to buy a policy online in less than five minutes. Hippo offers home insurance products coast to coast.

AssetOwner.CO, the social collaboration platform for asset owners, announced that it has signed up global investors managing more than US$ 5.5 trillion on the platform, as of January 2021

LendingClub Corporation (NYSE:LC) today announced the completion of its acquisition of Radius Bancorp, Inc. and its digital bank subsidiary, Radius Bank ("Radius").