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WEALTHTECH INSIDER: The Year of the Breakaway Advisor

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Orion deemed 2021 “the year of the breakaway advisor” in a recent announcement, noting that it is investing in events, practical guides, pricing deals and a network of firms for advisors to “tuck into” while retaining independence.

Fintech Luminaries – Meet Aaron Klein of Riskalyze

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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 Aaron Klein, Co-Founder and CEO of Riskalyze.

Columbia Threadneedle Investments Selects Partners for Boston-based FinTech Start-up Accelerator Program

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Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups as its partners in 2021’s MassChallenge FinTech accelerator program. By partnering with these firms, Columbia Threadneedle and its parent company, Ameriprise Financial, hope to harness new technologies in the areas of data analysis, data privacy and security, and digital client experiences.
Press Release 1

Juniper Research: Digital Wallet Spend to Exceed $10 Trillion Globally in 2025; Driven by...

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A new study from Juniper Research has found that total spend via digital wallets will exceed $10 trillion in 2025, up from $5.5 trillion in 2020. The research found this dramatic 83% growth in spend will be fuelled by the heightened adoption of digital payments during the pandemic. Digital wallets, where payment details are stored and accessed via a single application, have proven themselves as being both convenient and secure during this difficult period; acting as a platform for future growth.

A Quick Synopsis on How and Why Bitcoin is in the News

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Bitcoin IS in the news and probably everyone knows roughly where the price is, too (the ones that don't probably DO know all Tom Brady's career statistics, though).
Press Release 3

Chalice Network™ Announces Launch of Chalice CaresRX Prescription Drug Savings Platform

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Chalice Network proudly announces the launch of Chalice CaresRX, a prescription drug savings platform, complete with app, that allows members to save up to 80% on prescribed medications. The service is 100% free to members and is accepted at over 35,000 pharmacies including CVS, Rite Aid, Walgreens and Walmart. Chalice CaresRX offers members, their families, employees and clients an affordable, convenient and pain-free means of obtaining their much needed medications.

Canadian Invasion: Toronto-Based FinTech Wealth Management Platform Continues Expansion in America

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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.

Using Psychology to Justify Bitcoin’s Meteoric Rise

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Some use charts to predict price fluctuations. Some focus on fundamentals. Others use time machines built out of DeLoreans. Whatever mechanism you are using to forecast the price of bitcoin, make sure not to overlook the most basic analytic tool of all – psychology.

Fintech Luminaries – Meet Pierce Crosby of TradingView

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For the next feature in this series, we’d like you to meet Pierce Crosby, General Manager of TradingView, which states it is the world’s largest marketplace for investment ideas, financial information, charting, and data visualization.
Press Release 2

The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best...

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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.