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Financial firms now have a new option to operate in a manner that is compliant by design. Practifi, a business management platform for financial advisory firms, has launched a new compliance application to create a unique, custom-built compliance dashboard within a business’s operations.

Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.

Sheesha Finance, he first decentralized cryptocurrency mutual fund for DeFi investors to easily access a variety of projects without having to spend days, sometimes weeks doing research, and deFIRE, a DeFi platform designed for the Cardano ecosystem, today announced a partnership to deliver valuable crypto solutions to Cardano’s community and users.

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.”

What do we need to know about the transfer of digital assets to make sure they don't get lost in the ether? According to one study only one in four consumers have someone in their life who knows all their usernames and passwords, so are consumers even prepared to pass on these assets?

Greetings from Digital Wealth News™ ! Friends, today we continue Part 2...

As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.

With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed

While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.