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DWealth Muse Podcast Series: Episode 10 – How RIAs are Helping Clients Capitalize...

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

Fintech Luminaries – Meet Tony Petrilli of Orbis Systems

Meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker dealers and RIAs in over 20 countries on 4 continents, providing them with the infrastructure, and direct, cost-efficient access to the U.S. markets.
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Cognicor Launches New Ai-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And...

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CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

The Taylor Report (4/27/21)

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Be cautious. The SEC has a new Chairman (Gary Gensler) so expect new regulatory oversight........Should be good, and welcome, but the uncertainty is overhanging..........a BITCOIN ETF?....odds are good but what will be the "rules?"

Publisher Notes For 4/28/21

Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this piece inasmuch as we're talking about publicly traded company, shockingly). Here's a recap of our latest content posted for our readers this week!

Where’s the Next Hot Sector? SPACs, NFTs, CRYPTO? NOPE! Think New Jersey Delis

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Feeling sad you missed out on the big money making run up in crypto? Outbid for that digital art NFT? Not invited into that SPAC that just merged with Elon Musk's spaceship? Well, don't despair. There is HUGE money in New Jersey delicatessens.

WEALTHTECH INSIDER: Many Advisors See The Potential Advantages Of Embracing Social Media

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Even before the pandemic upended traditional prospecting channels, many advisors saw the potential advantages of embracing social media. Facebook alone had more than 2.7 billion monthly active users in 2020. But it hasn’t always been obvious to our industry what could - and should - be done with social media.

Homepoint’s Embrace of Technology Shows Rising Importance of PropTech

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Property tech “is a good number of years behind the maturity of other spaces. Fintech, for example, has already dramatically re-shaped the world of wealth management, with many traditional wealth management businesses forced to adopt new technologies or fail.”
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vigtec.io Launches Investing Discovery and Competitive Intelligence Trading Platform to Empower Next-Gen Investors

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vigtec.io, (vigtec) a new consumer-focused investing discovery platform, emerged from Beta today, offering among the fastest real-time market data flows available, and determined to deliver affordable investing resources for all.

Top 5 VC Deals of the Week in Digital Wealth (4/28/21)

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.