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For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.

Welcome to our latest edition of Digital Wealth News! One week closer to Christmas, New Years, 2021, which I know we ALL are looking forward to.

Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.

That title from a classic rock song from the Clash (Combat Rock album....1981) pretty much says it all during this nationwide epic migration.

XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.

By Eric Clarke It has been clear since March that our industry needs to change how we deliver...

MassMutual spent $5M (chump change) to acquire a minority interest in NYDIG AND buy $100M of bitcoin from NYDIG's portfolio

The age-old advice for real estate investing must evolve. It is true that in real estate the imperative is “location, location, location.” But now we must add to that mantra “liquidity, liquidity, liquidity.” It is time to modernize the real estate industry -- it’s time for tokenization.

It was a week before Christmas, and all the land...... the capital was flowing, for payments and...... crypto and proptech and international financial indeces