Competition for new banking customers between large established traditional banks and the new 'challenger' (a/k/a digital banks) banks has taken a new twist. Challenger…
Prime Trust, the leading B2B financial infrastructure platform for payments, custody and settlement of alternative assets, announced today the launch of Prime Liquidity…
You would think that with last week's Thanksgiving holiday here in the US, muted as it was due to the pandemic, we would have seen slowed down deal activity in the finte…
The CEO of international financial advisory deVere Group, Nigel Green, has recently issued a statement noting that anecdotally, the firm is experiencing unusually high n…
QuantHouse, the global provider of end-to-end systematic trading solutions including innovative market data services, algo trading platform and infrastructure products a…
According to Kaleido’s new report on B2C Cross-border eCommerce: Market Outlook 2021, regional growth of cross-border sales will outstrip domestic eCommerce growth in al…
Kingswood Acquisition Corp. (NYSE: KWAC.U) (“KWAC” or the “Company”) announced today the closing of its initial public offering (“IPO”) of 11,500,000 units, including 1,…
For us poor unfortunate souls who have to watch this current political debacle unfold, you'll know that there are two US Senate seats up for grabs that could, conceivabl…
In previous Wealthtech Insider columns, I've defined three pillars of success between advisors and clients. Today, let's build the final pillar: Achieve...
I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; miss…
The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordke…
One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genr…