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REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto

For over 350 years, the nation-state system has been the cornerstone of Western politics as people who shared national characteristics created geographical boundaries & sovereign governments to manage them.

WEALTHTECH INSIDER: Orion’s New Mandate – Close the Investor Behavior Gap

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Orion has built an end-to-end offering of technology, investment and support services to guide investors toward better financial behavior in the moment, which can ultimately lead to better outcomes over the long term.

Top 5 VC Deals of the Week in Digital Wealth (8/31/21)

This week's roundup of the Top 5 VC deals in digital wealth leaves several $100M+ deals off the list. Here we are again, with every deal in excess of $100M and three offshore.

Advisor Tech Talk (8/31/21)

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Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space. 

Sarson Funds Announces Continuing Education Program Focused on Digital Asset Investing and Blockchain Technology

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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.

Fintech Luminaries – Meet Patrick Murray of STP Investment Services

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For our latest Fintech Luminaries feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.

DWealth Muse Podcast Series: Episode 27 – How Financial Advisors are Leveraging Fintech...

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

COMPLYSCI APPOINTS WIDELY RESPECTED FINANCE AND ACCOUNTING EXECUTIVE WENDY FRAULO AS NEW CFO

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ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than two decades supporting high-growth technology enterprises, as its Chief Financial Officer.

Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth

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Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.

CogniCor Selected for Morgan Stanley Multicultural Innovation Lab

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insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.