Thought Leaders

We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.

For the next feature in this series, we’d like you to meet Pierce Crosby, General Manager of TradingView, which states it is the world’s largest marketplace for investment ideas, financial information, charting, and data visualization.

Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

David Gamble didn’t see himself in the financial industry, let alone in the digital assets space but in 2014, while serving as a research intern for a U.S. Department of Energy project, he began to learn about crypto.

JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.

Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Mark Healy of FusionIQ, a digital investing platform that helps clients create a digital wealth investing experience for their end customer.

This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Conor Delaney, CEO of Good Life Companies (www.goodlifeco.com), who runs one of the largest and fastest-growing independent hybrid Registered Investment Adviser (RIA) firms and Super-OSJ groups affiliated with LPL Financial.

Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.