Sarson Funds Partners with Entoro, Expanding Crypto Product Line
(INDIANAPOLIS, IN) - Sarson Funds and Entoro Securities today announced a new partnership, with the expansion of Sarson Funds’ multi-manager digital asset investment product line and platform upgrades....
In One Word: TEACHER
By Michael Partnow
My amazing wife MaryAnn is better known to many as Miss MaryAnn. I cannot imagine how...
Leap Provides Tech-Enabled Video Education Series at No Cost for Potential Home Buyers
Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...
TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and...
BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor...
Practifi Launches New Business Development App for Wealth Management Industry
Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business development (“BD app”). The...
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...
Digital Marketing for FAs in the SEC’s New Normal
By Laurie Ehrbar
After much fanfare, the SEC's new marketing rule will go into effect...
Docupace Completes Half a Million Client Accounts Transitions using Automated Program
The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...
DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment
The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.
Leap Launches Full-Services Website and Digital Education Platform
The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched
its full-service website. Leap’s site includes access to free financial education resources and
information regarding its customized Home Equity Agreements (HEAs).