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The Financial Planning Gap The benefits of providing a financial plan to clients have...

The Universal Stock Ticker Tape machine invented by telegraph pioneer Thomas Edison was used on the NYSE and The Philadelphia Stock Exchange beginning in 1870 until Nasdaq “creatively destroyed” the ticker tape after a century in use to form the first ‘electronic’ exchange in 1970.

Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

Greetings Fintech Friends! Today we're announcing the achievement of a major milestone at Digital Wealth News along with our new "Marketing Advice" column! We also look at the NEW gambling high rollers and learn about banking in the metaverse. Read up!

Fidelity Investments has opined that governments, and even a central bank, could buy bitcoin in 2022.

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.

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. 

Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.

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.