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FusionIQ Launches Digital First TAMP

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Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

Publisher Notes For 9/1/21

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Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!

Top 5 VC Deals of the Week in Digital Wealth (8/31/21)

This week's roundup of the Top 5 VC deals in digital wealth leaves several $100M+ deals off the list. Here we are again, with every deal in excess of $100M and three offshore.

Wealthtech Marketplace for Advisors

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The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

2020’s Rise Of Digital Retail Presaged The January Frenzy

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The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.

Top 5 VC Deals of the Week in the Digital Wealth Sector (11/4)

This week, Digital Wealth News continues with our new weekly column covering the largest venture capital & M&A...