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Advisor Tech Talk: 11/2/21
Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.
Episode 37: How Financial Advisors are Leveraging Digital Transformation to Engage the Self-Directed Generation
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
Top 5 VC Deals of the Week in Digital Wealth (11/2/21)
This week we're back with a fresh round of new Top 5 VC deals, and the numbers continue to sky-rocket into the HIGH hundreds of millions and deals in the $200M+ range that are TOO small to make this week's list. Shocking, isn't it?
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.
TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform
CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
Blockchange Integrates BITRIA TAMP with Morningstar’s ByAllAccounts
Blockchange, Inc., a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.
ComplySci Acquires NRS to Meet Venture Capital, Private Equity RegTech Needs
Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.
Episode 36: The Economic Impact of the Imminent InterGENDERational Wealth Transfer
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Mastercard Jumps Crypto To New Levels
Mastercard is about to expand the crypto economy all the way down to the grassroots level. Its huge and brilliant. Mastercard is ready to announce that thousands of banks and millions of merchants on its vast payments network will soon be able to integrate crypto into their products. When you really dig deep, its a game changer.