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Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology
To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.
2024-The Year in Digital Wealth, Part 1
The Year in Digital Wealth (Part 1)
As we round off the year, we wish everyone a Merry Christmas.
This week and next, we shall...
MARTECH MINUTES: How to Grow AUM in 2025 – Advisor Marketing
By Teresa Leno, CEO and Founder of Fresh Finance
As a financial advisor, your services are pivotal in helping individuals and businesses make suitable financial...
WEALTHTECH 3.0: What’s on the Horizon for Wealth Management in 2025?
As we enter 2025, the wealth management industry is at a crossroads. For advisors and firms, the challenge is more than just to keep up and lead purposefully, according to Pam Cytron of The Founders Arena
THE LEAD | OpEd: AI & Robot Advancement
Publisher's Note: This week we are proud to feature the thought leadership of our intern at DWN, Nicole Nieves, a broadcast journalism major at...
AI EDUCATION: What Is a GPU?
Each week we find a new topic for our readers to learn about in our AI Education column.
Over the last several months as we’ve expanded...
Top 5 VC Deals of the Week in Fintech (11/25/24)
4th Quarter blues, the $ is due...
The fourth quarter is typically when VCs seek new investments in startups and drop those...
MARTECH MINUTES: The Wealth Marketers’ 2025 Wish List: Seamless Martech tools
Changing technology necessitates organizations to invest in new enterprise marketing technology—or "Martech" tools—to enhance client communications and prospecting.
WEALTHTECH 3.0: Q&A With Pamela Cytron on TikTok & Wealth Management
DWN recently caught up with Pamela Cytron, president of wealthtech accelerator The Founders Arena. for a wide-ranging interview on social media like TikTok and its value for the wealth management sector.
The Week in Digital Wealth (11/12/24)
The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end.
Headlines...