unit - search results

Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't. 

Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

While a lot of the investing world has been focused on creating strategies, infrastructure and products around trading and owning crypto, an even larger blockchain investing revolution is brewing in NFTs

Today, Sarson Funds released its "Crypto ESG White Paper," an overview and guide to the intersection of Cryptocurrencies and ESG investing. Otherwise known as Responsible Investing, ESG advocates for environmental, social, and governance-focused corporate efforts, and is determined to build a better world through financial allocation.

Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.  

d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.

Old (ancient) habits are extremely hard to break but sometimes things change and you either adapt or risk becoming irrelevant. That may very well be the situation global central bankers are facing with regard to their country's reserve holdings. Since a cornerstone of every central bank's holdings is gold, it just might be time to rethink that core holding.

Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients.