It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might…
Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at P…
Did you know (I sure didn't) that there are 195 countries in the world? Did you know (I did) that only one so far has made Bitcoin legal tender? That country is El Salva…
Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.
Roman DBDR Tech Acquisition Corp. (NASDAQ: DBDR) (“Roman DBDR”) is a tech acquisition company focused on partnering with young companies that seek to be leaders in the n…
We hope you had a great Labor Day week and enjoyed the tail end of the summer season with a few extra days off. But this week we're back at it with a new roundup of the…
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wav…
Seasons change and so does the fintech landscape. Since our last update, one major cryptocurrency exchange is calling out the SEC, Europe does not want to get left behin…
While uncertainty flooded the global financial markets over the course of 2020 and 2021, one thing rang true: crypto is a force to be reckoned with. Now, boomers and bil…
On The Fuse Show, co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology take a deep dive to deliver what you need to know. ..
Just before March 2020, the financial advisor recruiting marketplace looked unchanging and predictable, at least for independent dual registrant firms.
A Novel Financial EdTech Platform Bringing Incentivized Learning To Financial Professionals, Business Executives And Modern-Day Investors/Consumers (“Investumers”)…