Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Ze…
Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner. Spitzner was the founder of Wealth Consulting Partners, L…
The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a standstill. Still, for an industry that dep…
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on multipl…
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box, Nati…
Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclu…
By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Re…
Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultat…
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management ind…
By Michael Partnow Tick, tick, tick … The ‘ticks’ seem to be accelerating, and now I am hearing gong, gong, gong… No, this article is not about my fondness for beauti…
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas ga…
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces. Smarsh, the digital communications content-…