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Advisor Tech Talk (7/7/21)

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There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

DWealth Muse Podcast Series: Episode 19 – The Declaration of Financial Independence

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

Fintech Luminaries – Meet Eugene Kim of MNFT

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For our latest Fintech Luminaries feature, we'd like you to meet Eugene Kim of MNFT, a NFT marketplace solution for creators, brands and agencies that allows them to create and operate their own NFT exchange.

4 Ways Practifi is Compliant By Design

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Forward-thinking financial advisory firms face an increasing number of challenges. In addition to fee compression, strong market competition, shrinking margins and increasing cyberattacks, firms also have to navigate and comply with country-specific regulations.

Publisher Notes For 6/30/21

Friends, as we inch toward the 4th of July, a new week of action-packed content in the digital wealth sector awaits you including a riveting point/counterpoint dialogue, a phenom DWeatlh Muse podcast on false bitcoin narratives and an $800M VC deal, plus so much more. Read up!
Rusty Vanneman

WEALTHTECH INSIDER: Will Model Portfolios Hurt Your Business? Deconstructing the Arguments

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In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

Fear of Crypto Regulations Overblown? A Point-Counter Point

While government regulators ponder (that's being kind) about how to formally regulate crypto, it seems almost everyone has an opinion on whether it will be "doom" or "gloom" for Bitcoin and other cryptocurrencies. Here is a glimpse of the topic from a great "point-counter point" article by two extremely knowledgeable industry leaders on their thoughts.

Advisor Tech Talk (6/30/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

Fintech Luminaries – Meet Ryan George of Docupace

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

DWealth Muse Podcast Series: Episode 18 – Dispelling False Bitcoin Narratives

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