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Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...
Rethink. Financial Advice Podcast: How Digitally Intimate are You with Your Potential and Current...
What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and...
CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors
CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry. The firm tells Digital Wealth News that...
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...
Advisor Tech Talk (Week of 12/4/24)
While we had plenty of wealthtech headlines to share with you last week, the Thanksgiving holiday has served to reduce the...
Top 5 VC Deals of the Week in Fintech (11/25/24)
4th Quarter blues, the $ is due...
The fourth quarter is typically when VCs seek new investments in startups and drop those...
FINTECH VIEWS: Wallets and Wealth Management – The New Frontier
By Eric Noll, CEO, FusionIQ
Digital wallets have fundamentally changed how consumers interact with financial services, merging the simplicity and accessibility of digital payments with...
AI & Finance™ | News for the Week Ending 11/22/24
Here at AI & Finance, I believe that, week in and week out, we offer an editorial tableau that stands as a convincing argument...
FINTECH VIEWS: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
The Week in Digital Wealth (11/19/24)
Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...