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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
Jack Henry & Associates Reports on Rise in Digital Momentum
Jack Henry announced today that regional and community banks and credit unions are successfully pivoting to meet today's demands for a complete banking ecosystem
AlphaTrAI names Bruce Lavine President, Asset Management
AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management
Willow and Blockchange Partner on Digital Asset SMA
ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets
WEALTHTECH INSIDER: Orion Announces Acquisition of Risk Analytics and Business Intelligence Platform, HiddenLevers
Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.
Move Over Digital Assets. A NFT Just Moved Into Music
Just last week the rock band Kings of Leon released their latest album in the form of a NFT, becoming the first band to ever do so.
DWealth Muse Podcast Series: Episode 3 – Are Retail Investors Worthy of Alternative...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
DWealth Muse Podcast Series: Episode 2 – Gamestopped by Congress
DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional...
All-Digital Varo Bank Partners with NBA All-Starr Russell Westbrook
Varo Bank announces extensive engagement with Russell Westbrook, nine time NBA All-Star, NBA MVP, entrepreneur, philanthropist, and designer
Recent Market Disruption Escalates Interest in AI-Driven Asset Management
With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.