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Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.

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

For the second year in a row, Andes Wealth Technologies, an innovative wealth technology company, has been selected as a finalist in the 2021 WealthManagement.com Industry Award in the Risk Tolerance and Client Profiling category, and for the first time, a finalist in the Portfolio Analytics category.

Advisor360° helps banking, insurance, and independent broker-dealers as well as roll-up RIAs digitally transform themselves, increasing productivity and revenue while decreasing compliance risk and costs.

Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!

We're back again with a fresh new round of top 5 VC deals for the week in the digital wealth sector. This is going to sound redundant. Not one deal is under $100M, and we actually had to omit British firm Paysend from this list, who also had a deal close at $125M this week - because - we would then be at 6 deals for our "Top 5 Deals" post.

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.

AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.

Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.

When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."