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Advisor Tech Talk (6/9/21)
The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.
Andes Wealth Technologies Named Finalists for Two 2021 Industry Awards
For the second year in a row, Andes Wealth Technologies, an innovative wealth technology company, has been selected as a finalist in the 2021 WealthManagement.com Industry Award in the Risk Tolerance and Client Profiling category, and for the first time, a finalist in the Portfolio Analytics category.
Fintech Luminaries – Meet Richard Napolitano of Advisor360°
Advisor360° helps banking, insurance, and independent broker-dealers as well as roll-up RIAs digitally transform themselves, increasing productivity and revenue while decreasing compliance risk and costs.
Making a Market*r: Orion’s Brand New Marketing Solution Is Here
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.
Fintech Luminaries – Meet Lou Camacho of Stratos Wealth Holdings
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 mee Lou Camacho of Stratos Wealth Holdings. The Beachwood, Ohio, wealth management firm aggregator acquires majority and minority stakes in RIAs around the country and leverages best-in-breed tech platforms and solutions to help their portfolio firms operate more efficiently and turbocharge their growth.
Is Your CRM Ready for Your Next Audit?
Off-the-shelf customer relationship management (CRM) solutions were not built with specific advisor compliance issues in mind. As a result, many of these systems leave stakeholders less prepared for surprise audits than they would like to be.
Fintech Corner (5/26/21)
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.
The Week in Digital Wealth (5/26/21)
If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.
FDIC Issues Request for Information on Digital Assets
The Federal Deposit Insurance Corporation (FDIC) today announced that it is gathering information and soliciting comments from interested parties about insured depository institution’ current and potential digital asset activities.
Top 5 VC Deals of the Week in Digital Wealth (5/19/21)
We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.
This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!