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Advisor Tech Talk (4/19/22)

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My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...
NEWS BRIEF 6

d1g1t Adds Three U.S. Senior Leaders, Continues Breakneck Growth

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Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.

Publisher Notes For 4/6/22

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

Advisor Tech Talk (4/5/22)

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It’s ten days until the tax deadline and I haven’t even started. That’s an old...
NEWS BRIEF 3 Industry

Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow

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BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...

Advisor Tech Talk (3/22/22)

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Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

Fintech Luminaries – Meet Aaron Schumm of Vestwell

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.

Advisor Tech Talk: 2/8/22

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

Advisor Tech Talk: 1/25/22

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In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.