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...
Why Not Just Let AI Take Over. All of It.
Why fight it? AI (artificial intelligence) is real, it's here to stay and it's going to change all of our lives.
OK, I'm in....
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™! ...
Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division
Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...
Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform
Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...
Advisor Tech Talk (Week of 4/8/24)
It’s past time to put one of the ongoing advisor technology debates to bed.
For nearly 15 years, advisors and the workers...
The Week in Digital Wealth (4/8/24)
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...
Decentralized Diaries for the Week of 4/8/24
Industry maturity (a rare occurrence) unfolded with the sector getting into gear.
Institutional players dictated the pace of events. Only time will tell how far...
Top 5 VC Deals of the Week in Fintech (4/8/24)
Stayin' in the lane
Well-established VCs generally stay in their lane (fintech category), often knowing the directions from traveling to the same...
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...