x - search results

Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.

Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.

As the recruiting wars among independent wealth management firms continue to heat up, Digital Wealth News caught up with Jeff Nash, Founder and CEO of BridgeMark Strategies, to discuss the evolving role of technology in financial advisor transitions from one firm to the other.

Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.

Since we are basically still at the very beginning of 2021, with almost everyone making predictions for what may or may not happen in the coming year, it might be a good idea to look back. NOT at what happened but rather some very topical quotes and sayings that always seem to get overlooked (or ignored), BUT which have a direct and lasting importance on what's happening now. With some of these quotes, the government (and financial 'smarties') would rather you didn't remember them, but hey, they were the ones who said them.

For the next feature in this series, we’d like you to meet Michael Creadon, Managing Director of Inveniam, a software-as-a-service company that uses data and blockchain to derive third-party marks on private assets like commercial real estate, private equity and private credit.

This week, we had some MAMMOTH deals in VC in the fintech sector, with three of the five based in the US, and the other two in London and Vietnam. Also, this week saw some VERY big funding rounds. If this is indicative of what 2021 holds in the fintech VC arena, now that we are officially back at work post-holiday season, we're in for some whopper deals. I wouldn't be surprised if we something at $1B or more at this point.

The $5.3 billion deal between Visa and Plaid collapsed due to a government antitrust lawsuit. The U.S. Justice Department called Visa a "monopolist in online debit transactions."

With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey: Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...

Greetings from Digital Wealth News™ ! Welcome to our latest edition of...