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Fintech Luminaries – Meet Helen Yang of Andes Wealth Technologies
For our latest "Fintech Luminaries" feature, we'd like you to meet Helen Yang of Andes Wealth Technologies, the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.
DIGITAL WEALTH NEWS SURPASSES 40,000 UNIQUE VISITORS IN JULY, ITS TENTH FULL MONTH OF...
Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, dwealth.news, surpassed 40,000 monthly unique visitors in July. Digital Wealth News achieved this milestone after just ten full months of operations, having been launched in October 2020.
The Week in Digital Wealth (8/10/21)
With a combined market cap of $1.8 trillion, the cryptocurrency industry has gotten too big for lawmakers to ignore. But politicians are missing the forest for the trees with their hastily written legislation. Fintech startup Circle is looking to join the ranks as a digital currency bank. Meanwhile, since last week’s Square/Afterpay deal, Buy Now Pay Later startups are looking increasingly attractive. SPACs are still a trend and more. Let’s dive in!
WEALTHTECH INSIDER: Email And Video Are Must-Haves In An Advisor’s Prospecting Toolkit
An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.
Fintech Corner (8/3/21)
Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.
Casper Network: Building the Blockchain of the Future, Together
The Casper Network’s mission is to create a collaborative blockchain that supports a robust community of smart contract and decentralized application creators. CasperLabs aims to be a leading solution to the blockchain trilemma, a three-factor functionality problem in achieving a scalable, decentralized, and secure blockchain.
STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering
STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.
Overheard at FSI OneVoice: Top Four Tech Take-Aways for Wealth Management
At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.
Did You See the Writing on the Wall? Or the Recruitment Ad?
Amazon, the fourth largest company in the world, is hiring a digital currency and blockchain expert. And why? Amazon is looking to accept Bitcoin payments most likely by the end of the year. Now this is HUGE news (unless you are short Bitcoin) and the ramifications are enormous.
Advisor Tech Talk (7/28/21)
The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.