Home Search

tally - search results

If you're not happy with the results, please do another search

The Week in Digital Wealth (7/20/21)

Blockchain is all the rage these days, as evidenced by corporate America’s desire to pile in. Serena Williams backs a startup that gives the renters of the world a fighting chance. The Amazon.com and Netflix of the online mortgage lending industry made its listing debut, while Serena Williams scored on behalf of a segment of the population that is underserved in financial services. Let’s dive in.

Advisor Group Advances Growth Strategy With Appointment Of Kristen Kimmell As Executive Vice President,...

0
Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Fintech Corner (6/30/21)

0
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth, lower operating costs and improve the client experience.

Advisor Tech Talk (6/30/21)

0
The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

Fintech Corner (6/23/21)

0
Most advisory firms want to scale, but not all of them can. One of the biggest obstacles to scaling is not having the right technology in place, said Adrian Johnstone, Chief Commercial Officer at Practifi, a business management platform for financial services firms.

Publisher Notes For 6/16/21

Friends, another week of big news on the digital wealth front with word of a new investment in a Brazilian fintech from the Oracle of Omaha, a security token offering making our top 5 VC deals list and a deeper look into the paradigm-shattering bitcoin news out of El Salvador plus so much more. Read up!

REAL CLEAR CRYPTO: Yes, Cryptocurrencies Belong In the ESG Discussion

Cryptocurrencies, in particular Bitcoin, have come under recent criticism for being environmentally unfriendly, specifically for the energy it takes to mine and transact with digital assets. Most recently, Tesla founder Elon Musk triggered a wave of volatility in Bitcoin after he opined that the digital currency was not energy efficient.
Press Release 1

Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

0
To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.

The Week in Digital Wealth (6/15/21)

A bevy of deal activity kept the fintech space in the spotlight once again. The pipeline of startups set to hit the public markets after Marqeta made a splash on the Nasdaq last week is building, and SPACs are still hot to trot. Payments platform Stripe has launched its own AI-fueled identity product, while the buy now, pay later trend continues to gain momentum.

Publisher Notes For 6/9/21

Friends, today our newsletter is packed with SO MUCH great content, including venture deals that ALL exceed $300M USD in one week, a LOL read from Bill Taylor in the Taylor Report and a new podcast delving into the NFT craze, plus much more! Read up!