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Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...
Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.
Publisher Notes For 10/12/21
Hello Fintech Friends! This week we have a fresh new format in our Top 5 VC deals we think you'll enjoy, a Fintech Luminaries post that will bring a smile to your face and a spirited DWeath Muse podcast this week with Dara Albrigh & Bill Taylor taking on the SEC! Check it out!
Publisher Notes For 10/5/21
Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.
Advisor Tech Talk: 10/5/21
The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients.
The Week in Digital Wealth (10/5/21)
An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.
Publisher Notes For 9/28/21
Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!
Publisher Notes For 9/21/21
Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher
The Week in Digital Wealth (9/21/21)
Financial institutions continue to target fintechs on their radar, but one global investment bank is getting the wrong kind of attention for its upcoming deal. Companies are trying to differentiate themselves in the buy now pay later pool. The deal pipeline is filling with M&A, SPACs and IPOs, and crypto trading is all the rage.
The Summer in Digital Wealth (9/8/21)
After a blockbuster summer in the fintech and digital wealth space, we thought it would be a good opportunity to do a highlight reel of some of the most memorable developments. For those who prefer to look ahead instead of the rear-view window, Christmas is just 108 days away and counting!
Publisher Notes For 9/1/21
Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!