finance - search results

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

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.

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.

We're back again with a fresh new round of top 5 VC deals for the week in the digital wealth sector. This is going to sound redundant. Not one deal is under $100M, and we actually had to omit British firm Paysend from this list, who also had a deal close at $125M this week - because - we would then be at 6 deals for our "Top 5 Deals" post.

AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.

When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."

The fintech ecosystem has expanded to include offshoots, such as insurtech and auto fintech, for example. It gives companies a unique calling card, and it seems everybody wants a slice of the fintech pie these days. You can’t blame them, given the rate at which fintechs are reaching unicorn status as Silicon Valley and Wall Street alike pile into these names. This past week was no different.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.

Bitcoin has seen quite a ride the last few weeks. Backing off the recent highs around $65K and then plunging to around $30K wiping out millions of dollars in investor holdings. Choreographed buying opportunity? Government plot to destroy crypto? Or, just a hell-of-a Smackdown playing by wrestling rules?