Welcome to our latest edition of Digital Wealth News! New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news! Cindy Taylor, Publisher | Read More
News & Markets
Do You Know Who Left the VOO?
A mystery $7B sale out of Vanguard's S&P 500 ETF has markets buzzing on who made the sale
Is Fintech's Future Investing with 13 Year Olds?
You may laugh, but this piece outlines exactly how that has happened and who is behind it
SEC's FinHub - Stand Alone or Stand Next To?
Has the SEC added more bureaucracy or more assistance for the fintech sector with this division
Top 5 VC Deals of the Week in the Digital Wealth Sector (12/9/20)
This week no deals topped $100M, but we saw YET ANOTHER challenger bank pop up
Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks
In this guest post from Docupace, we learn how small firms need to be vigilant in cybersecurity
Fintech Luminaries - Meet Conor Delaney of Good Life Companies
Delaney shares how his firm uses tech tools, including AI, to enhance offerings to clients
Thought Leaders
Orion CMO Kelly Waltrich interviews Brendan McConnell who talks about direct indexing technology and tech tools that are working best for advisors now
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This week Keith Gregg shares how a recent DIY project got him thinking about the famous Einstein quote “The genius is in making the complex simple” and relates this to the same challenges SMBs encounter
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Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all
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Principals Content
Industry Press