one - search results

Off-the-shelf customer relationship management (CRM) solutions were not built with specific advisor compliance issues in mind. As a result, many of these systems leave stakeholders less prepared for surprise audits than they would like to be.

Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.

We're back in lofty heights this week with all five deals exceeding $100M and one deal just shy of $1B USD. How many times have I said this now-practically every week. The dollars in the VC sector going into fintech are enormous. Methinks maybe just a wee bit of inflation in there rearing it's usgly head in the sector as well - whattya think?

More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.

For the next feature in our FINTECH LUMINARIES series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers. Clout is an operating company within The TIFIN Group, a fintech platform that builds next-gen products by combining investment intelligence, data science, and technology to make investing a more powerful driver of financial wellbeing.

Bitcoin has seen quite a ride the last few weeks. Backing off the recent highs around $65K and then plunging to around $30K wiping out millions of dollars in investor holdings. Choreographed buying opportunity? Government plot to destroy crypto? Or, just a hell-of-a Smackdown playing by wrestling rules?

If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.

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

Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.

Decentralized finance (DeFi) wealth management platform YIELD App has announced it is partnering with its new partner project, cutting-edge new DeFi insurance protocol Steady State, which plans to completely transform the cryptocurrency protection landscape.