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Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...
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
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
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...
Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer
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)
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)
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
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
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...