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Advisor Tech Talk: 12/28/21

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The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

Blockchange Integrates BITRIA TAMP with Morningstar’s ByAllAccounts

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Blockchange, Inc.,  a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.

Advisor Tech Talk: 10/26/21

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M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  

Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management

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Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.

Publisher Notes For 7/28/21

Greetings from Digital Wealth News™ ! This week we revisit the value of consistency in digital marketing, check up on Amazon's latest crypto antics and chat with Paul Camuto of fintech Broadridge Financial Solutions, plus more!  Another PHENOM edition! Read up!

Advisor Tech Talk (7/28/21)

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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.

Publisher Notes For 6/23/21

Greetings from Digital Wealth News™! Friends, another week of big news on the digital wealth front with a look at how tokenization is revolutionizing traditional financial markets, more top VC deals coming from offshore and a deep dive into the current state of China's central bank. Read up!

Advisor Tech Talk (6/23/21)

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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.

Advisor Group’s WealthTech Strategy Helps Drive Net New Assets of $4.8 Billion

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This week, as part of its annual W Forum event, a conference focused on women financial advisors and home office staff, Advisor Group reported inflows of more than $1 billion in net new assets for the month of May to the company’s Wealth Management Platform.

Fintech Luminaries – Meet Lori Hardwick of WealthTech

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.