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Sanctuary Wealth Appoints Industry Veteran And Fintech Entrepreneur Adam Malamed As Chief Executive Officer

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Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...

Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires

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Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...
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DWN Publisher Notes For 2/6/24

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Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

Sanctuary Wealth Differentiates Firm with Technology

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One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...

How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

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As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

Publisher Notes For 2/9/23

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Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

Smarsh Taps Kim Crawford Goodman as New CEO

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Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.

BITRIA, 3iQ and Gemini Collaborate to Launch New Crypto SMA Solutions for U.S. Investors

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Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.
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d1g1t Inc. Enters Deal with Raymond James Ltd. to Deliver WealthTech Solutions

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d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.
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As Ransomware Grabs Headlines, Demand for Entreda’s Cybersecurity Solutions Rise

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The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.