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BITRIA, 3iQ and Gemini Collaborate to Launch New Crypto SMA Solutions for U.S. Investors

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Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.

Session #5: How to Safely Invest in Digital Assets

This is part 5 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. This session focuses on ways to safely invest in digital assets.

TheALTinvestor: How Technology Is Opening Alternatives To Everyone

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Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.

TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform

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CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.

Episode 34: The Curriculum Keeping Financial Advisors on the Forefront of Digital Asset Investing

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

Digital Wealth News Marks One-Year Anniversary with Record 48,000 Unique Visitors in September

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Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing fintech revolution – today announced that its flagship website, DWealth.news, garnered 48,000 monthly unique visitors in September, up 20% from August. Digital Wealth News achieved this milestone after just 12 full months of operations, having launched in October 2020.

Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference

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Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

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Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

Fintech Luminaries – Meet Mark Healy of FusionIQ

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Mark Healy of FusionIQ, a digital investing platform that helps clients create a digital wealth investing experience for their end customer.

Q&A: Wealth Management Marketing Leader Susan Theder Joins FMG Suite

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he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.