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Driving Client Centricity Through Wealth Advisory Productivity

The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.

Advisor Tech Talk: 11/30/21

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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.  

Top 5 VC Deals of the Week in Digital Wealth (11/30/21)

We're back with a fresh round of new Top 5 VC deals, and our top deal came in at $55M this week, with every deal coming in at $200M+.

The Week in Digital Wealth (11/30/21)

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Jack Dorsey is shaking things up at Twitter. Ready or not the holiday season has kicked off, and the threat of yet another COVID variant coupled with the supply chain disaster has American shoppers shifting gears. BNPL firms are enjoying the spotlight, and Mark Cuban shares how he sees crypto maturing.   
Bill Taylor

The Taylor Report (11/23/21)

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It's a holiday week here in the U.S. (Thanksgiving) which leads into the year end...........and, that means WHAT?.......UNCERTAINTY for sure......usually there are year end market rallies but not so sure this year.

Fintech Corner: A Time to Reflect on What We’re Thankful For

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This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.

WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey

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There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.

Fintech Luminaries – Meet Brad Roth of THOR Financial Technologies

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For our latest FINTECH LUMINARIES feature, we'd like you to meet Brad Roth of THOR Financial Technologies, which provides solutions that enables advisors to deploy their client portfolios in a more intelligent way with a main focus on managing risk.

Publisher Notes For 11/23/21

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Greetings from Digital Wealth News™ ! This Thanksgiving week we have a new Fintech Luminaries post for your and review the mass institutional adoption of crypto. We finish up on a playful note with a humorous post featuring noted blockchain entrepreneur T. Gobble of FinTurk Farms - a must read!! Wishing you and yours a beautiful holiday! | Cindy Taylor, Publisher
NEWS BRIEF 3 Industry

ComplySci Acquires Illumis, Premier Technology Provider To Financial Services Firms And Aggregator Of Political...

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ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced today that it has acquired illumis Inc., a premier data aggregator and technology provider whose solutions are used by financial services firms to identify and mitigate risk from employee political contributions.