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NEWS BRIEF 3 Industry

Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...

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George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...

Fintech Luminaries – Meet Ryan George of Docupace

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

Top 5 VC Deals of the Week in Fintech (4/15/24)

Green means GO! Q1 '24 data is in, and late-stage startups attracted more VC funding than juniors. Spending is up (finally) while...

Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management

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The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...

AI & Finance™ | News for the Week Ending 3/1/24

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...
NEWS BRIEF 3 Industry

Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer

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Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...

Top 5 VC Deals of the Week in Fintech (2/26/24)

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Ignite... Whatever the ignitor for deal activity is, the sparks are starting to fly. This time, things look a little different- seed,...

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

WEALTHTECH INSIDER: How Advisors Can Seize the Volatility Opportunity

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In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.

DFPG Investments Launches Diversify Advisor Network

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DFPG Investments, the Utah-based, full-service independent wealth management firm announced that it has launched Diversify Advisor Network as part of its long-term growth strategy...