DWN Round Table: Technology Demands of Digital Native NextGen HNW and HENRY Clients
The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...
BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...
Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings
PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...
Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow
BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...
Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...
OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...
Sarson Funds is officially recognized as a Top Performer in the 2022 Investors Choice...
INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...
TD Ameritrade Veteran Jim Dario Joins SageView to Drive Wealth Management Growth
Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive...
DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules
By Sid Yenamandra
There's no question that cybersecurity is fast-moving space in general, and that...
Oppenheimer Advances Digital Transformation with Launch of Investor Gateway
Last week, New York-based global investment bank and wealth manager Oppenheimer & Co. announced the launch of Investor...
d1g1t AND FUTUREVAULT TEAM TO PRODUCE INTEGRATED WEALTHTECH EXPERIENCE
d1g1t and FutureVault have formed a new strategic partnership.
The two Toronto-based companies announced last week they are teaming together to provide firms and advisors an integrated offering that combines d1g1t’s portfolio management, trading, reporting, risk and analytics tools with FutureVault’s document sharing and retention capabilities.