Fund - search results

When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances. 

Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, DWealth.news, surpassed 100,000 monthly unique visitors in January, more than doubling its unique visitor rate in the last six months.

Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.

After last week's report, we had some concern that the fintech VC sector was starting to lose it's luster. For the first time, we saw a Top 5 deal come in under $100M, and it's been some time since we've seen that. Not to fear. Apparently last week was a temporary "seasonally adjusted" blip, and here we are back in $200M+ territory again.

Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.

The wealthtech space is increasingly embracing AI and ML. Major banks are making fintech a priority in the new year. Advisors are looking to tech to help investors grow their wealth in the current market environment. 

With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.

Greetings Fintech Friends! This week we launch a new monthly roundtable series, learn about metaverse commerce in our weekly DWealth Muse podcast and see a massive decline in venture dollars in digital wealth in our Top 5 VC deals series plus more! Read up!

In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients.