Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financ…
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021…
Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper div…
Better late than never. Looks like that's the thinking over at JPMorgan. For the very first time in its 222 year history, the banking giant has decided to open its first…
Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches.
DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the ti…
The deal size is back thru the roof in this week's current edition. We saw a slight drop off last week, but apparently that was an anomaly due to Rosh Hashanah and the…
Financial institutions continue to target fintechs on their radar, but one global investment bank is getting the wrong kind of attention for its upcoming deal. Companies…
Actions by the Commission that include slow-walking certain fintech-related qualifications, including its sheer unwillingness to approve a cryptocurrency ETF, are just t…
Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial adv…
Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings…
Trading Summary Notes for Tuesday, 9/14/21: Oh, just your every so often "flash crash" in BITCOIN, ETH and the crypto sector (again? Yawn).....BITCOIN dropped to the lo…