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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.

"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

With the holidays, we took a week off from this column, but we're back at the end of the year and HOLY CANNOLI - have we got some big deals to include - including a $1B Equity transaction. Just goes to show that you can't be asleep at the wheel if you're covering the fintech sector - it doesn't sleep - and the money keeps flowing in ever larger transactional amounts.

Advisors and wealth managers have set their sights on growth in 2022 across carve-outs, hiring, product innovation, and education. Meanwhile, one of the world’s largest asset managers has suffered a tech failure, leaving customers unable to access their accounts when they needed to the most. Below is a roundup of the latest press releases. 

Greetings Fintech Friends! I think we all deserve a round of applause for arriving at 2022 intact and in one piece!  Truth be told, we're excited at Digital Wealth News for the new year - we have so many cool things coming soon and can't wait to share with our readers!  In the meantime, another FABULOUS newsletter awaits you with the best content in fintech out there.  Read up! 

SEEMS A WHOLE LOT OF FOLKS ARE UNDERESTIMATING INFLATION AND THINK IT WILL MODERATE. NO, NO NO. INFLATION IS GOING TO SURPRISE, EVEN THE FED, WHICH IS PRETTY EASY TO SURPRISE IT SEEMS.