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NEWS BRIEF 4

Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms

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CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...

Publisher Notes For 4/27/22

With markets, politics, and social media in an ABSOLUTE UPROAR and bombarding us constantly, doesn't it help to know that Digital Wealth News is here to simply - and calmly - provide you with cutting edge thought leadership, industry news and trends, period?  We've got more of that here this week for you!  READ UP!

WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing

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Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up

Tokenization is Making Real Estate Assets Highly Liquid

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By Rohit Tandon The age-old advice for real estate investing must evolve. It is true...

Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans

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Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.

INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach

Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
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ComplySci Publishes 2022 CCO Playbook

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ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...

AI ILLUMINATIONS: The Internal Sale of Automation

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While the management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to each stakeholder.

Advisor Tech Talk (4/26/22)

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It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

Top 5 VC Deals of the Week in Digital Wealth (4/26/22)

Fintech VC keeps truckin' and we have more MAJOR deals to review this week, every one, once again,...