Advisor Group Announces Brand Reveal Date
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...
How Far Have CBDCs Come?
By Chris Hamman
Central Bank Digital Currencies (CBDCs) recently picked up steam. Several countries have explored pilot projects with mixed success.
CBDCs have faced widespread adoption...
Decentralized Diaries For The Week of 5/23/23
By Christopher Hamman
Will the 2024 presidential race be all about crypto?
It looks that way with candidates from both parties declaring their positions...
Top 5 VC Deals of the Week in Fintech (5/23/23)
Are you thinking about an IPO? The second half of 2023 may not be the best time for tech companies seeking...
The Week in Digital Wealth (5/23/23)
By Christopher Hamman
With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....
Advisor Tech Talk (Week of 5/23/23)
Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...
Smarsh Combines Privva and Entreda Subs
Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one...
Growing RIA Launches Choero Partner Alliance
Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...
CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors
CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry. The firm tells Digital Wealth News that...
Mobiloil Credit Union joins Atria’s CUSO Financial
The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...