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Entreda Acquires Privva to Enhance Cyber Preparedness Capabilities
Entreda, the provider of cybersecurity software, systems and cyber security training to wealth management firms and financial advisors, has acquired Privva, a privately-held firm that helps companies conduct cyber risk assessments through its cloud-based platform.
Episode 35: The $3.5T Budget Reconciliation Bill’s Impact on Retirement Savers, Financial Planners, Businesses...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Episode 34: The Curriculum Keeping Financial Advisors on the Forefront of Digital Asset Investing
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
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.
Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts
Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.
Episode 30 – The Renaissance of the Retail Investor
DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
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.
REAL CLEAR CRYPTO: Roman DBDR Merges with CompoSecure to Debut Arculus™ in Digital Asset...
Roman DBDR Tech Acquisition Corp. (NASDAQ: DBDR) (“Roman DBDR”) is a tech acquisition company focused on partnering with young companies that seek to be leaders in the next generation of technology.
Fintech Luminary in Training – Meet Jessica Albright
For our latest Fintech Luminaries feature, we'd like to offer a fresh news take on this series with an interview from an up and coming FUTURE fintech luminary, 8th grader Jessica Albright. Learn how the current generation is already using fintech and how they hope to be involved in the industry in the future.
Sarson Funds Announces Continuing Education Program Focused on Digital Asset Investing and Blockchain Technology
Sarson Funds has announced the start of its accredited crypto education program designed to support financial advisory services to have constructive and informed client engagements for digital asset investment opportunities. The program begins on September 14th through December 19th, 2021, and will include a biweekly live webinar at 1pm EST on Tuesdays with modules featured on the Digital Wealth News portal.