occ - search results

RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.

Financial advisors & investors already know that risk is integral to creating a well-functioning investment portfolio for their clients—but chances are good that clients have a completely different perspective on risk.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

This year's Super Bowl is being referred to as the ‘Crypto Bowl’ since several crypto-centric firms are spending huge bucks to "introduce" themselves to a vast audience.

This week, Digital Wealth News is pleased to introduce a new writer for "The Week in Digital Wealth" - Greg Bilecki. We've found Greg to be a talented writer on other projects and we're thrilled to have him take over this column for us, with his unique perspective on all things fintech and digital wealth the world over. Welcome Greg!

As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your operations need to meet SEC compliance regulations.

Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.

Friends, this week the VC numbers ratcheted down QUITE a bit in the fintech sector. What gives with that? It's probably coincidental that it has coincided in some part with the dramatic stock market declines in the US this week, because these deals take some time to close, but still, the coincidental timing is quite curious.

RIAs are making an expansion push in the final stretch of the year.  Financial advisors shared their preferences for a digital wealth platform. And an opportunity to take a masterclass has emerged.  

While it’s no secret that inflation has reared its head in the economy, one tech billionaire now warns that hyperinflation could be on the horizon. A legacy asset management firm that dates back to 1939 has collaborated with one of the cryptocurrency industry’s most innovative wealth management platforms. Corporate America is making it easier for consumers to buy bitcoin and use it for payments. Facebook as the world knows it might be a thing of the past.