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For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

Greetings from Digital Wealth News™ ! Our latest exploits this past weekend...

A lot of people are beginning to use a Bitcoin ATM and those devices are popping up at more and more locations at very rapid pace.

IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.

For the next feature in Digital Wealth News' Fintech Luminaries series, we’d like you to meet Stephanie Foster, who serves as the Chief Administrative Officer at XY Planning Network, a tech-savvy service organization that provides a turnkey solution for fee-for-service financial advisors who are focused on working with Generation X and Generation Y clients.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

Greetings from Digital Wealth News™ ! Happy St. Patty's Day from Digital...

What's new? BITCOIN hit a new high (above $60K), pulled back and is now up just a touch above last week's Taylor Report. GOLD has inched up a little, giving hope to the gold bugs that all is OK. S&P 500 broke through 3,900 and is challenging 4,000.