Home Search
ICE - search results
If you're not happy with the results, please do another search
Fintech Luminaries – Meet Chad Parks of Ubiquity Retirement + Savings
For our latest Fintech Luminaries feature, we'd like you to meet Chad Parks of Ubiquity Retirement + Savings, which provides solutions that enables advisors to deploy their client portfolios in a more intelligent way with a main focus on managing risk.
WEALTHTECH INSIDER: Finding the Dollars-and-Cents Impact of Modern Behavioral Coaching
The past year has shown investors the value of working with a seasoned financial professional, but how do you quantify the benefits of planning, guidance, and behavioral finance?
TheALTinvestor: How Technology Is Opening Alternatives To Everyone
Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.
Driving Client Centricity Through Wealth Advisory Productivity
The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.
Advisor Tech Talk: 11/30/21
RIAs are making an expansion push in the final stretch of the year. Financial advisors shared their preferences for a digital wealth platform. And an opportunity to take a masterclass has emerged.
Top 5 VC Deals of the Week in Digital Wealth (11/30/21)
We're back with a fresh round of new Top 5 VC deals, and our top deal came in at $55M this week, with every deal coming in at $200M+.
The Week in Digital Wealth (11/30/21)
Jack Dorsey is shaking things up at Twitter. Ready or not the holiday season has kicked off, and the threat of yet another COVID variant coupled with the supply chain disaster has American shoppers shifting gears. BNPL firms are enjoying the spotlight, and Mark Cuban shares how he sees crypto maturing.
The Taylor Report (11/23/21)
It's a holiday week here in the U.S. (Thanksgiving) which leads into the year end...........and, that means WHAT?.......UNCERTAINTY for sure......usually there are year end market rallies but not so sure this year.
Fintech Corner: A Time to Reflect on What We’re Thankful For
This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.
WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey
There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.