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WEALTHTECH INSIDER: Orion Focusing on Helping Advisors Address The ‘Investor Problem’

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Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.

Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption

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RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.

REAL CLEAR CRYPTO: If Crypto Industry Doesn’t Act, These Coins Could Drag It Down...

Over the past decade, cryptocurrencies and digital assets as a whole emerged from some deep shadows to become both useful tools and a widely embraced investible asset class.

AI ILLUMINATIONS: Disrupt with Compassion!

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Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.

The Week in Digital Wealth (1/11/22)

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Discussions between the U.S. and Moscow could lead to sanctions on Russia targeting the financial and tech sectors. Meanwhile, the CEO of a major tech company has decided if you can’t beat them, join them in fintech.

2022 Predictions in Digital Wealth from the C-Suite, Part 2

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The new year is officially here and with it, we are continuing our series "2022 Predictions in Digital Wealth from the C-Suite". Just like last year, we've been blessed with so many submissions from amazing fintech founders that we've opted to break the series up into 3 weekly articles. This week, you'll find Part 2, and MORE GREAT INSIGHT from the industry movers and shakers on what to expect for the coming year.

The Week in Digital Wealth (1/4/22)

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Fintech CEOs must be keeping their New Year resolutions close to the vest. Nevertheless, we still rounded up the latest happenings across the industry, including how banks are responding to the spread of the omicron variant.

DWN Op-Ed: 2022 Predictions So Obvious They Should be Called, Certitudes

This article highlights market and economic predictions that are so obvious they should be called, certitudes. Here's a peek at what we believe the future will bring for cryptocurrencies, NFTs, DeFi and the broader markets.

Advisor Tech Talk: 12/7/21

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The Thanksgiving holiday may be over, but there is a feast happening in the advisor tech space. Financial advisors have access to a new crypto index for retail investors. Retirements are up and so are client incomes. AI is powering more wealth management support functions. And firms are making acquisitions right up to the end of the year.  

The Week in Digital Wealth (12/7/21)

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 If it seems like fintechs have been especially active in the SPAC market this year, it’s not your imagination. Fintechs have participated in more than three-dozen blank check deals year-to-date, according to the FT Partners Q3 fintech report.