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AlphaTrAI Rebrands to Praxis Solutions

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AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....

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...

The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

The Week in Digital Wealth (2/1/23)

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By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in this Bear Market

As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...
NEWS BRIEF 2

Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live

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AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.

Publisher Notes For 4/6/22

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

Advisor Tech Talk (4/5/22)

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It’s ten days until the tax deadline and I haven’t even started. That’s an old...

WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests

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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 have dismissed as “soft skills.”