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AvidXchange acquires Core Associates to become a leader in accounts payable automation for the...
AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, has acquired Core Associates, the makers of TimberScan and complementary AP solutions trusted by more than 30,000 users nationwide
Keeping Clients on Track for Retirement
Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...
How To Close A Deal In A Virtual Environment
Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...
The Taylor Report (12/29/20)
Trading Summary Notes for Tuesday, 12/29/20: - What's new? WOW!! Even expecting BITCOIN to go parabolic....when it happens it is something to behold. WOW! ETH above $700. Gold solid. S&P 500? Defying gravity.
Publisher Notes For 12/30/20
Welcome to our latest edition of Digital Wealth News! Friends, we want to thank you one an all for the amazing support our readers and community have shown us during 2021.
WEALTHTECH INSIDER: Orion Thought Leader Q&A Series With Dr. Daniel Crosby
Today, we revisit an interview from the recent past with Orion’s CMO Kelly Waltrich and Dr. Daniel Crosby on the intersection of planning, behavioral insights, and tech for financial advisors
Fintech Luminaries – Meet Niharika Shah of THE TIFIN GROUP
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Niharika Shah, CMO at THE TIFIN GROUP, which conceives and builds fintech marketplaces in the wealth and investment management sector.
$500 Billion? Really? Yes, Really!
Most everyone probably knows what the headline is referring to, but just in case, it;s the current market cap of Bitcoin.
The Top 5 Posts on Digital Wealth News for 2020
We thought it would be interesting to see which stories have had the highest pageviews to date in our scant 3 month history. Interestingly, 3 of the 5 top posts fell under our "Fintech Luminaries" series, which spotlights C-level executives at leading financial technology firms.
Mugarian Investment Group, LLC Joins Growing FamilyWealth Group
Leading financial services firm FamilyWealth announces that Mugarian Investment Group, LLC (MIG), a wealth management firm with $65 million in assets under management/advisement has joined FamilyWealth.