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WEALTHTECH INSIDER: Welcome to #FinTok – The Viral Space That’s Bridging the Gap with...
Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short clips.
Publisher Notes For 9/21/22
Friends, Autumn arrives this week and with it, a massive rate hike from the Fed. Meanwhile, VC keeps pouring into fintech, markets in all sectors are dropping and it's a total mash-up of news. How to decipher it all, while staying informed of current industry trends? READ UP!
Practifi Propel Provides Advanced Analytics for Wealth Managers
In the highly competitive and consolidating wealth management industry, firms that can leverage advanced analytics to organize and surface mission-critical data will come out...
Practifi Delivers Data-Driven Advanced Analytics For Wealth Management Industry
CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...
Top 5 VC Deals of the Week in Digital Wealth (9/13/22)
Anybody remember THE BLUES BROTHERS out there? One of my favorite movies EVER (I love the blues,...
Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?
Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...
Advisor Tech Talk (9/7/22)
By Christopher Robbins
People who talk a lot about the good old days forget how easy they have it today.
Remember the days...
DWN Op-Ed: Seat Belts and Crypto?
Well there ya go. Investor protection is as simple as wearing your car's seat belt. At least that's what Gary Gensler (Chairman of the...
Fintech Corner: Learning And Development Has Become Essential To Fintech Success
Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.
DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in this Bear Market
As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...