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Blockchange Integrates BITRIA TAMP with Morningstar’s ByAllAccounts

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Blockchange, Inc.,  a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.

Top 5 VC Deals of the Week in Digital Wealth (10/26/21)

This week we're back with a fresh round of new Top 5 VC deals, and again, we're seeing major diversity this week in the types of deals getting completed.

The Week in Digital Wealth (10/19/21)

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The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.  

Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...

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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.

Do No Harm: The First Rule When Considering New WealthTech

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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. 

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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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.

Publisher Notes For 10/12/21

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Hello Fintech Friends! This week we have a fresh new format in our Top 5 VC deals we think you'll enjoy, a Fintech Luminaries post that will bring a smile to your face and a spirited DWeath Muse podcast this week with Dara Albrigh & Bill Taylor taking on the SEC! Check it out!

The Week in Digital Wealth (10/12/21)

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The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.

Fintech Corner: Why Data-Centric Technology is Client-Centric Technology

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What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.

DWN Op-Ed: Should Global Central Banks Diversify Reserve Holdings?

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.