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d1g1t AND CONQUEST PLANNING ANNOUNCE STRATEGIC PARTNERSHIP TO INTEGRATE KEY OFFERINGS
d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform
Publisher Notes For 4/14/21
Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.
Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...
Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets
Practifi Announces Integration with Schwab Advisor Center®
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...
In part II of this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, have more hashtag fun making the case for bitcoin and democratized finance, establishing once and for all why bitcoin is NOT a fad.
Top 5 VC Deals of the Week in Digital Wealth (4/14/21)
It's a very diverse set of funding rounds we have this week including a challenger bank (Current), an interesting automated receivables funding platform (Pipe) which apparently is quite the fintech darling these days, two rewards platforms - one in Wisconsin and the other in India, an a LatAm cross-border payments platform out of Uruguay.
DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Retail Reopens As British Start-Up Takes On Amazon In Battle To Win Crowds Back...
Mustafa Khanwala has developed technology that enables customers to skip the checkouts by using their smartphone to scan and pay for goods, meaning you may never waste time in a shopping queue again.