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It takes more than a client portal and growing investor assets to keep a client’s attention and attract new business. To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components.

JPMorgan is back on the fintech circuit with its second acquisition in the span of a few short weeks. Pop sensation Britney Spears and her conservatorship battle also made an appearance in this week’s roundup, while Robinhood is riding the IPO wave.

Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

Forward-thinking financial advisory firms face an increasing number of challenges. In addition to fee compression, strong market competition, shrinking margins and increasing cyberattacks, firms also have to navigate and comply with country-specific regulations.

Would you wait 10 minutes to make an in-store purchase? Probably not. However a typical bitcoin transaction can take between 10 and 20 minutes. All that may be set to change soon. Bitcoin Latinum (LTNM), a new Bitcoin fork, is gearing up to launch in Q3 2021, closing several gaps in the current Bitcoin blockchain.

Friends, as we inch toward the 4th of July, a new week of action-packed content in the digital wealth sector awaits you including a riveting point/counterpoint dialogue, a phenom DWeatlh Muse podcast on false bitcoin narratives and an $800M VC deal, plus so much more. Read up!

In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

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 Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.