Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
Digital Wealth News Launches AI & Finance™
Publisher's Note: After a short soft launch period, we're now proudly announcing the rollout of our new powerhouse media brand - AI & Finance™! ...
Sanctuary Wealth Expands Advisor Support Capabilities, Establishing New Business Consulting Division to Be Led...
Practice management and business consulting expert Laurie Burkhard has joined Sanctuary Wealth as its first Head of Business Consulting. In her new role, Ms....
The Week in Digital Wealth (4/29/24)
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...
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...
OpCo Lands Distressed Debt Team from TD Cowen – Brief
Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...
Advisor Tech Talk (Week of 5/13/24)
There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...
Decentralized Diaries for the Week of 4/22/24
The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.
That said, inter-country collaborations are (very much) alive...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
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...