Happy Tuesday, Fellow Fintechers!
This past weekend in Atlanta was nothing short of spectacular, and it was topped off by the Blue Angels/Thunderbirds flyover on Saturday here in our fair Southern city. What an impressive sight and how beautiful for them to salute our first responders during this crisis.
In the meantime, as we have said before, fintech marches on. This week we have outstanding coverage of the wealthtech sector for our readers, starting with our Wealthtech Weekly column from our resident guru Vasyl Soloshchuk covering recent news from LPL, Investorcom, Blackrock and more.
We also have a plethora of major wealthtech content today from Financial Advisor magazine senior editor Christopher Robbins, starting with an interview with CEO Eric Clarke and CMO Kelly Waltrich of wealthtech behemoth Orion, covering a host of topics including how the firm has transformed itself into an end to end solution for its clients.
Robbins also penned an in-depth piece with CEO Michael Tiedemann of Tiedemann Advisors and learned that some of the firm’s UHNW families were quite pleased with the technology tools the firm has adopted to serve their clients during the pandemic.
In another piece, Robbins talks with senior management at TDA Institutional, Snappy Kraken and Orion and shares firsthand accounts on how advisors are using technology to adjust to these new times we are in now.
On a different note, Entoro Capital Managing Director Sean Levine has penned a piece for FA Mag on new proposed rules from the SEC on capital raises via crowdfunding that will help smaller investors and entrepreneurs alike.
We have additional coverage today on news that eMoney has teamed up with Allianz Life to offer a new tool to better promote annuities and word that wealthtech marketing firm Snappy Kraken has launched a new turnkey video marketing program for its advisor clients.
We finish up with two pieces covering cybersecurity matters – one addresses how many advisors are really struggling with deficiencies on the cyber front as they have transitioned to working from home offices. On a separate front, Finra has identified four cybersecurity firms for advisors to source from their discount vendor program.
All in all, once again, an information-packed newsletter for our readers, chock full of actionable information on the wealthtech front. Read up and be in the know!
Yours in Fintech,
Cindy Taylor