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FICO Survey Finds Shadow Banking Siphoning Bank Customers
While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.
Canadian Invasion: Toronto-Based FinTech Wealth Management Platform Continues Expansion in America
In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.
The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best...
Riskalyze, the company that serves tens of thousands of financial advisors with risk, analytics and trading, today announced the return of its Fearless Investing Summit in Palm Springs, California, from September 29th through October 1st.
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.
Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners
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.
The Taylor Report (12/15/20)
Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all
Fintech Luminaries – Meet Conor Delaney of Good Life Companies
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 Conor Delaney, CEO of Good Life Companies (www.goodlifeco.com), who runs one of the largest and fastest-growing independent hybrid Registered Investment Adviser (RIA) firms and Super-OSJ groups affiliated with LPL Financial.
Designing First-Class Digital Experiences in a Post-Pandemic World
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.
Wolters Kluwer to Acquire eOriginal
Wolters Kluwer Governance, Risk & Compliance (GRC) has signed an agreement to acquire eOriginal, a leading provider of cloud-based digital lending software, for approximately €231 million in cash.
21 Financial Resolutions for 2021
It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.