Home Search
taina - search results
If you're not happy with the results, please do another search
Wealth Management: Three Strategies to Personalize the Client Experience
Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed
Top 5 VC Deals of the Week in Digital Wealth (10/26/21)
This week we're back with a fresh round of new Top 5 VC deals, and again, we're seeing major diversity this week in the types of deals getting completed.
Orion Cash & Credit Brings Banking to Fiduciary Wealthtech Platform
To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.
Publisher Notes For 10/19/21
Greetings Fintech Friends! This week we explore the British royalty connection to fintech, hear about the new Bitcoin futures ETF along with Brazil's foray into BTC, and check out a sexy new art platform offering fractionalized shares of Monet masterpieces plus more. Read up!
Well Blimey! Bloody Cool, J.P. Morgan
Better late than never. Looks like that's the thinking over at JPMorgan. For the very first time in its 222 year history, the banking giant has decided to open its first international expansion. So with a big jump "across the pond," JPM is set to launch its new digital bank...... Chase..... in the UK next week. The official announcement is expected next Tuesday (28th).
Episode 29 – How Blockchain will Empower Personal Data Sovereignty and Save Democracy
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Billionaire Bitcoiners: Kevin O’Leary and Carl Icahn Embrace the Crypto Ecosystem
While uncertainty flooded the global financial markets over the course of 2020 and 2021, one thing rang true: crypto is a force to be reckoned with. Now, boomers and billionaires alike are finally waking to crypto’s place in the future of our world.
Advisor Tech Talk: 9/7/21 (Summer Wrap Up)
divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall.
The Summer in Digital Wealth (9/8/21)
After a blockbuster summer in the fintech and digital wealth space, we thought it would be a good opportunity to do a highlight reel of some of the most memorable developments. For those who prefer to look ahead instead of the rear-view window, Christmas is just 108 days away and counting!
Publisher Notes For 9/1/21
Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!