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How RIAs Can Simplify Compliance With Software
Practifi

How RIAs Can Simplify Compliance With Software

Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can f…

By DWN Staff · May 11, 2021
The Week in Digital Wealth (5/11/21)
Week in Digital Wealth

The Week in Digital Wealth (5/11/21)

After a robust first quarter in which fintech startups gripped the headlines for unprecedented VC fundraisings, the momentum continues. Last week was no exception — incl…

By DWN Staff · May 9, 2021
Publisher Notes For 5/5/21
DWN Publisher Notes

Publisher Notes For 5/5/21

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a litt…

By Cindy Taylor · May 4, 2021
The Taylor Report (5/4/21)
Taylor Report

The Taylor Report (5/4/21)

The CME Group introduced micro BITCOIN futures Sunday evening (1/10 the size) and within one day (today is Tuesday) volume has already surpassed the BIG futures.......co…

By Bill Taylor · May 4, 2021