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Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary

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Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...

Advisor Tech Talk (3/8/22)

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Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.

Crime, Adoption, and the Resurgence of Tezos

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Recently, it seems we are regularly hearing about another cryptocurrency-related scam, another major corporation developing non-fungible token (NFT) collectables, and another sovereign nation adopting digital currencies.

REAL CLEAR CRYPTO: NFTs Are Full of Promise—and for Some, Peril

Non-fungible tokens (NFTs) might play a huge role in the future of financial industry, but today, many issuers struggle to use them effectively, and advisors and investors need to be aware of their potential risks.

EPISODE 52: Enabling the Merits of Crypto While Mitigating the Risks

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience

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The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.
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Bryce Catalyst Leads Growth Funding Round for Award-Winning, Female Founded Tech Company Vital4

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Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence...

Smarsh Unveils Partner Ecosystem to Help Firms Tackle e-Discovery 

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RegTech firm Smarsh this week announced the launch of a new partner ecosystem aimed at helping highly regulated companies confront their mounting e-discovery responsibilities.  
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Perigon Wealth Management Announces Addition of New Team Members

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The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...

Publisher Notes For 3/1/22

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher