PUBLISHER NOTES FOR 10/14/20 Welcome to our latest edition of Digital Wealth News! This week we welcome Chalice Network and CEO Keith Gregg as a new partner! We also honor the life and passing of Cboe founder Joe Sullivan. Check out our other posts including a look at the influx of institutional dollars into bitcoin, insight into the Morgan Stanley digital recycling debacle & more. Click to read my take on it all... Cindy Taylor, Publisher   Read More

News & Markets

Billion $$$ Bitcoin Buyers
Square & Microstrategy invest dry powder in bitcoin, bringing shareholders along for the ride

Watch Out Bankers, Those Cute Little "Newbies" Are Eyeing You
Kraken crypto exchange set to launch new bank in Wyoming, signaling changing industry landscape

Advisor Domain: Lessons from the Morgan Stanley Recycling Debacle
Morgan Stanley faces class action lawsuit over cyber snafu, while Goldman brings in new CISO at partner level

Options Visionary & Cboe Founder Joe Sullivan Passes
Sullivan started career as WSJ reporter, then went on to launch modern options industry

This Poll is a Reminder to Financial Advisors to Market at Square One
Recent survey shows family, friends & colleagues more trusted on finance matters than advisors

Fintech Luminaries – Meet Christian Kameir of Sustany Capital
Kameir shares how his VC firm invests in the blockchain sector and more with Digital Wealth News

Thought leaders

The Grail With Keith Gregg (10/14/20) Meet Keith Gregg, CEO of Chalice Network and our newest partner at Digital Wealth News! This week, Keith shares how Chalice helps advisors and SMBs with their multi-channel platform… Read More

The Taylor Report (10/13/20) Bill Taylor, CIO of Entoro Wealth, compares & analyzes Bitcoin, Ethereum, Gold & the S&P 500 and gives us his take on it all… Read More

Wealthtech Insider (10/7/20) In his recent column, Eric Clarke, CEO of Orion, addresses the the third pillar of the advisor-client journey: Investing Read More

PRINCIPALS CONTENT

• Hear About the Latest Fintech Trends With The Fuse Show Podcast
• Driving Client Engagement On Social Media
• Entoro Capital Enables Clients to Invest with Self-Directed IRAs
• WHITEPAPER: Growing Your Advisory Business During a Recession

Industry Press

• Enova Completes Acquisition of OnDeck
• Prime Trust and Bittrex Integration Enables Liquidity for Corporate and Institutional Customers
• Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals
• Advisor Group Expands Financial Professionals’ Ability To Create, Customize And Execute Targeted Marketing Campaigns With Enhancements To Acclaimed Mycmo Marketing Platform