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WEALTHTECH INSIDER: What Does Scalability Look Like After A Year of Remote Service?

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As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.

TAMPs Continue To Boom In 2021 – How Long Can It Last?

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After a busy 2020, TAMPs are making a splash again in 2021.

Fintech Luminaries – Meet Adrian Johnstone of Practifi

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We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.

Women Struggle in the Fintech Landscape

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Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists

WEALTHTECH INSIDER: Email Campaigns Still Matter – Here’s How To Make Them Count

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The biggest advantage of nurture emails is that they allow you to get hyper-specific with your message. Instead of sending a general broadcast email like a newsletter, you can send only content relevant to a person’s interests.

Publisher Notes For 2/24/21

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Today, we are pleased to announce the next chapter in our growth at Digital Wealth News, with the launch of our new podcast series Dwealth Muse, plus more great new content this week. Check it out here!

OpEd: Democratized Markets Still Need Ethics, Right?

While regulators, lawyers, politicians and investors begin to sort out exactly what happened in this debacle, one thing is abundantly clear. Some people made a LOT of money with the recent GameStop trade and a lot of people LOST a lot of money

How ETF Innovation And Mainstreaming Of Fintech Converged Last Week

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The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds.

Top 5 VC Deals of the Week in the Digital Wealth Sector (2/24/21)

This past week, America "won" with four of the five top VC deals in the fintech sector. Furthermore, all four of those deals surpassed $100M, while the 5th deal - and Indian digital lending startup - scored $75M for their new venture.

RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model

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The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.