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Credibly Announces Second Offering of Asset-Backed Securities
Today, Credibly announced its second offering of asset-backed securities (ABS) with the issuance of three classes of notes totaling $65.77 million.
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
AI-Centric Tech Platform TIFIN Announces New President
TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...
Top 5 VC AI Deals of the Week in AI 4/5/24)
Once again, this week we have an incredibly diverse group of companies (and categories) comprising our top 5 venture-funded AI deals for the past...
MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires
Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...
Top 5 VC Deals of the Week in AI (3/29/24)
What an incredibly diverse group of companies (and categories) make up our top 5 venture-funded AI deals for the past week.
And btw, this week...
LaSalle St. Adds Advyzon Platform to Advisor Tech Stack
The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon.
Advyzon, which is...
WEALTHTECH 3.0: The Founders Arena | A Unique Perspective to Accelerating Fintech
Digital Wealth News recently interviewed Pamela Cytron, President of The Founders Arena, to learn more about their unique perspective on industry specialization and accelerating wealthtech startups.
AI In Finance, Part 2: Chatbots and the Client Experience
This week we continue with part 2 of our five-part series, where we explore how artificial intelligence (AI) enhances the client experience by creating...