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Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

Advisor Tech Talk (Week of 1/23/24)

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There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

COMPLY C-Suite Appointments Support Continued Integration

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COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...

Publisher Notes For 9/7/22

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Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives.  In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!

Advisor Tech Talk (9/7/22)

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By Christopher Robbins People who talk a lot about the good old days forget how easy they have it today. Remember the days...

What’s Up with WhatsApp?

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Email and other traditional forms of digital communication take a back seat to new messaging apps, with increasingly well-known platforms like WhatsApp leading the pack.

DWN Op-Ed:  PE RegTech – From SEC Rules to Crypto, Urgency of Digital Solutions...

While the “Rule of Three” isn’t enshrined in any regulatory code or compliance protocol, it is a fitting construct for discussions of regtech in the private equity space today. Without question, the private equity space comes with a highly dynamic regulatory and legal environment, and this drives the kinds of technology solutions needed to address a constantly changing ecosystem.

Publisher Notes For 4/27/22

With markets, politics, and social media in an ABSOLUTE UPROAR and bombarding us constantly, doesn't it help to know that Digital Wealth News is here to simply - and calmly - provide you with cutting edge thought leadership, industry news and trends, period?  We've got more of that here this week for you!  READ UP!

Advisor Tech Talk (4/26/22)

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It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

Advisor Tech Talk: 12/14/21

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BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.