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Fintech Luminaries – Meet Cash Lafferty of LiquidityBook
we’d like you to meet our friend Cash Lafferty of LiquidityBook, a a full suite financial technology company with customized solutions for ALL securities firms and market participants who understand that innovative trading and messaging solutions will increase profitability while reducing unnecessary expense and risk
Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...
Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets
AlphaTrAI names Bruce Lavine President, Asset Management
AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management
Outbid for Naming Rights to the Miami Heat’s Stadium? Don’t Give Up.
FTX, a digital assets derivatives exchange, just became the first cryptocurrency exchange to sponsor a professional sports arena in the United States.
TrueNorth and Boost.ai Partner to Deliver Digital Customer Experience With Conversational AI
TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.
Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
Publisher Notes For 3/24/21
Greetings from Digital Wealth News™ !
Our latest exploits this past weekend...
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...
Fintech Luminaries – Meet Matt Wolniewicz of Income America
For the next feature in our Fintech Luminaries series, we’d like you to meet Matt Wolniewicz of Income America, which is designed to provide participants with guaranteed lifetime income of 5% per year beginning at age 65