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The Week in Digital Wealth (10/12/21)
The pipeline for fintech IPOs and SPAC deals continues to fill in Q4. Legacy tech companies are increasingly looking to blockchain technology and cryptocurrencies. Cannabis bankers are helping the industry to become legitimate in the eyes of financial institutions.
WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track
Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.
Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference
Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.
Advisor Tech Talk: 9/28/21
Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.
Advisor Group Enhances Cybersecurity Preparedness with Appointment of New CISO
Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might have dismissed as “soft skills.”
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.
Fintech Corner: Let’s Go Digital
With the resurgence of COVID cases due to the rise of the delta variant, corporate America is responding by either setting new vaccine standards or postponing the return to in-office work until a later date.
Advisor Tech Talk (8/31/21)
Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space.
The Week in Digital Wealth (8/31/21)
The buy now pay later niche is becoming a phenomenon after attracting e-commerce giant Amazon, with ripple effects being felt all the way to Japan. The M&A pipeline is growing stronger as the final quarter of the year approaches, and the blockchain is getting greater validation. Let’s dive in.