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Press Release 1

Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

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To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.

WEALTHTECH 3.0: Q&A With Pamela Cytron on TikTok & Wealth Management

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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)

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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...

AI EDUCATION: What Is a Compound AI?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week on AI education, we delve into...

AI & Finance™ | News for the Week Ending 11/1/24

Another week is upon us, and it was a busy one for artificial intelligence in the financial services. Before we get to a huge...

Advisor Tech Talk (Week of 10/23/24)

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

AI & Finance™ | News for the Week Ending 10/18/24

There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...

Advisor Tech Talk (Week of 10/16/24)

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...
NEWS BRIEF 3 Industry

FusionIQ Names Eric Noll CEO, Secures Major Growth Investment

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In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...

WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services

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The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.