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DWN Publisher Notes For 4/10/24

There's so much industry news in the latest edition.  Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold.  Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!

The Week in Digital Wealth (4/8/24)

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Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

The Week in Digital Wealth (3/25/24)

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This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

The Week in Digital Wealth (7/10/23)

A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions. AI...

Advisor Tech Talk (12/20/22)

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By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

Fintech Luminaries – Meet Tony Petrilli of Orbis Systems

Meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker dealers and RIAs in over 20 countries on 4 continents, providing them with the infrastructure, and direct, cost-efficient access to the U.S. markets.