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Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity. A good communications plan and a thoughtful tech stack are essential for advisors who want to preserve as many of their client relationships as possible after their leap to independence.

For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.

Last week we launched a "mini-series" on digital wealth predictions for 2021 from the top fintech minds in...

For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...

Another week behind us and Thanksgiving next week. Some phenomenal new content for you inclouding a video from The Clash tied into a Nasdaq story so read up!

Today, Orion’s CMO Kelly Waltrich speaks with Orion CIO Rusty Vanneman about why industry heavyweights like Fidelity and BlackRock are embracing model strategies..

Digital Wealth News connected recently with data sciences leader Homa Karimabadi about his role as Chief Scientist of AlphaTrAI, which seeks to transform asset management with a data science-driven approach that eliminates errors that can be caused by human bias and emotions...

ScratchWorks, a leading FinTech accelerator, today announced that Lifeworks and ReAllocate received a combined $5,000,000 of funding in its 3rd annual competition to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry

This week, Digital Wealth News continues with our new weekly column covering the largest venture capital & M&A...

Alternatives investment platform iCapital has recently announced a new acquisition and several new offices & senior hires.