The so-called "great wealth transfer" is something the financial services industry has talked about for years. Now, it is well underway, and the numbers are mind-blowing.

In honor of National Hispanic Heritage Month, WSR continues its commitment to underrepresented communities by honoring six outstanding wealth management professionals as Hispanic Top Industry Leaders in the fourth installment of the invitation-only WSR Pathfinder Awards.

Cryptocurrency regulations can be a controversial topic, but experts and policymakers say that investors and crypto businesses should accept them wholeheartedly. More regulations would mean more stability in the volatile cryptocurrency market. Countries like UK, USA, and India have openly discussed their ideas and prospects regarding how the governments would like to introduce digital assets into their economic and financial markets.

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but pessimism seemed to weigh a little heavier on the sector than ever before.Looming large mid-week was the collapse of start-up Fast, which shut down so suddenly on Tuesday that almost all of its 450 employees were reportedly stunned by the news. Fast had attracted 0 million in venture capital funding drawn by its promise of one-click transactions for online shoppers and retailers.

Smarsh Completes Acquisition Of Digital Safe Product Line from Micro Focus, Extending Global Leadership In Enterprise Information Archiving

Smarsh has completed its acquisition of the Digital Safe product line from Micro Focus.

Brian Cramer has built a growing business helping financial services firms meet their legal obligations by tracking employees’ communications and activities. But, now, demand for such tools is expanding beyond those companies — and for a broader range of reasons.

Fears of new crypto regulations being overly complex, costly and burdensome are overblown

Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams. Cetera has collaborated with Docupace and AdvicePay. Vise raised million in a Series C funding round. Amount has joined the unicorn club thanks to a 0 million Series D funding round. Lionpoint Group boosts geographical reach and service breadth with acquisition by Alpha FMC. Secfi raises 0M to keep techies informed on their stock options. Rabobank is spinning off its TreasurUp venture through a series A funding round. Docupace is expanding its back office platform with the acquisition of jaccomo.

The annual program honoring individuals and business initiatives that help financial advisors better serve their clients will be held in person in New York City on Sept. 9.

Greetings from Digital Wealth News™ ! Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector here. Read up!

Each month, I select five to ten of the most interesting stories that I’ve read over the past month or so throughout the wealth management industry media.

The new integrations will enable advisors to easily navigate between NetX360, Pershing’s professional workstation, and the Orion platform, and provide access to real-time data and documents, the companies said in a joint announcement Tuesday.

PORTLAND, Ore., March 18, 2021 /PRNewswire/ — Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, today announced the launch of three applications to the Zoom App Marketplace.

These applications build on the existing product integrations between Smarsh and Zoom at a time when demand for virtual meeting capabilities has surged across heavily regulated global banks, wealth management, and other financial institutions.