ss - search results

d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.

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.

Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform

Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.

Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.

We all know the expression "where there's smoke there's fire," right? Well if you follow events at Robinhood (the commission free stock trading platform) you might feel you are following an arsonist. Fires just seem to continually pop up all around them and the smoke keeps billowing up.

Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.

In part II of this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, have more hashtag fun making the case for bitcoin and democratized finance, establishing once and for all why bitcoin is NOT a fad.

It's a very diverse set of funding rounds we have this week including a challenger bank (Current), an interesting automated receivables funding platform (Pipe) which apparently is quite the fintech darling these days, two rewards platforms - one in Wisconsin and the other in India, an a LatAm cross-border payments platform out of Uruguay.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...