Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a si…
iComply Investor Services (“iComply”), a global compliance software provider, is announcing that the company has partnered with Thomson Reuters to distribute its iComply…
Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate…
Over the past two decades as clients and the financial industry itself shifted online, advisors embraced education and learning as a powerful tool capable of attracting…
After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced n…
We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.
For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy -…
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…
Meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker deal…
CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital…
Be cautious. The SEC has a new Chairman (Gary Gensler) so expect new regulatory oversight........Should be good, and welcome, but the uncertainty is overhanging.........…
Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this pie…