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An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.

Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?

Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.

The Casper Network’s mission is to create a collaborative blockchain that supports a robust community of smart contract and decentralized application creators. CasperLabs aims to be a leading solution to the blockchain trilemma, a three-factor functionality problem in achieving a scalable, decentralized, and secure blockchain.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows Dynamic’s network of advisors to actively manage and trade on their clients’ 401(k), 403(b) and other held-away accounts without triggering custody, empowering advisors to actively manage some of their clients’ largest accounts as part of a comprehensive, balanced plan.

STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.

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

Just when it looked like the summer doldrums were upon us, Square saved the day, announcing a blockbuster deal in the buy now, pay later space. It is yet another sign that fintech continues to disrupt traditional payments. In addition, international M&A is afoot while the IPO pipeline continues to grow.

CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.