Publisher Notes for 2.10.21 Welcome to our latest edition of Digital Wealth News! Direct indexing, gamestopping, compliance risks, corporate treasury paradigm shifts - industry defining events are occurring NOW and we're covering them all for you here! Check it out! | Cindy Taylor, Publisher

News & Markets

Quietly, a Massive Fundamental Way Business is Transacted is Taking Place
Corporate treasuries are shifting emphasis and turning to a new asset class for additional income generation for shareholders

GameStopping the Way to Decentralized Finance (DeFi)
Great transformations are often marked with nouns developing into verbs and "gamestopping" is the latest example of this trend

Direct Indexing: 2020's Surge is Just the Beginning
Guest author Randy Bullard educates us on how and why direct indexing exploded in 2020 and what's ahead for the future

Post-GameStop, Future Compliance Risks Could Reshape Wealthtech
The latest market disruptions spotlight digital communications compliance risks that had already been accelerating for wealth managers

Top 5 VC Deals of the Week in the Digital Wealth Sector (2.10.21)
Just two deals broke the $100M threshold this past week, but four of the five top deals touched on the real estate sector

Fintech Luminaries - Meet Andrew Altfest of FP Alpha
Altfest shares how FP Alpha uses AI to help financial advisors make actionable client recommendations across 17 different disciplines

Thought leaders

Wealthtech Insider (2.10.21) In this week's column for the Wealthtech Insider series, Orion’s Chief Product and Technology Officer Mustapha Baassiri discusses four ways to upgrade your client experience in 2021

The Grail With Keith Gregg (2.10.21) In the latest installment of The Grail, Keith Gregg discusses how companies can seize extraordinary opportunities only if they are adept at ordinary operations

The Taylor Report (2.9.21) Bill Taylor, CIO of Entoro Wealth, compares & analyzes price movement in BTC, ETH, Gold & the S&P 500 for the week and gives us his take on it all

Principals Content

• Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform
• Financial Lifestyle Changes In A Post Covid World
• WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy
• Driving Client Engagement On Social Media

Industry Press

• Gibraltar Stock Exchange Enters Into JV to Tackle US Market
• Prospect 33 Acquires 8of9 Regtech Consulting Firm
• Small Business Loan Approval Rates Plummet Year Over Year According to Biz2Credit
• IDnow & M-TRIBES Partner on AI-based Mobility Solutions