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WEALTHTECH INSIDER: Risk – The Discussion Every Advisor Needs to Have with a...

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Financial advisors & investors already know that risk is integral to creating a well-functioning investment portfolio for their clients—but chances are good that clients have a completely different perspective on risk.

Advisor Tech Talk: 2/15/22

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Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.

The Week in Digital Wealth (2/15/22)

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This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.

Fintech Luminaries – Meet Reema Tandon of Yoonify

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For our latest Fintech Luminaries feature, we'd like you to meet Reema Tandon of Yoonify, a platform that connects investors and real estate developers in a marketplace that turns multi-family, income-generating properties into liquid assets for both investors and developers.

Crypto-Curious? A Guide to Digital Asset Exposure

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Gone are the days when Bitcoin was only for basement-dwelling tech geeks. Though the cryptocurrency frontier was pioneered by such computer science enthusiasts, the new wave of digital asset investors represent a much broader cohort.

Fintech Luminaries – Meet Sabrina Bailey of Refinitiv, an LSEG business

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For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

Bengals…..Rams…..And Crypto?

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This year's Super Bowl is being referred to as the ‘Crypto Bowl’ since several crypto-centric firms are spending huge bucks to "introduce" themselves to a vast audience.

The Week in Digital Wealth (2/9/22)

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This week, Digital Wealth News is pleased to introduce a new writer for "The Week in Digital Wealth" - Greg Bilecki. We've found Greg to be a talented writer on other projects and we're thrilled to have him take over this column for us, with his unique perspective on all things fintech and digital wealth the world over. Welcome Greg!

Publisher Notes For 2/9/22

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This week we're excited to launch a new column, "MARKET INNOVATION," reviewing the technology and history of trading and markets written by industry veteran Rob McHeffey (who everyone seems to know-he's the Kevin Bacon of finance). We also look at the MASSIVE crypto presence in this year's Super Bowl. Read up!

TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment...

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TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced its WealthTech division, TIFIN Wealth, is combining several of its current capabilities to launch a new platform TIFIN Grow.