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FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...

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Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.

Top 5 VC Deals of the Week in Fintech (12/4/23)

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The messy pileup... 2023 is ending much like a pile-up that slows down traffic on a busy freeway, impending travel to various...

Top 5 VC Deals of the Week in Fintech (11/27/23)

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Actors on stage... Long before 'lights, camera, action' are the auditions. In the startup world, those auditioning are likely the startup's founders....

A Very Special Fintech Guest This Thanksgiving Week – Meet T. Gobble of FinTurk...

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Digital Wealth News is pleased to revisit a very special AND EXCLUSIVE interview from 2021 with noted blockchain entrepreneur, T. Gobble of...

Top 5 VC Deals of the Week in Fintech (11/20/23)

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Quality (over quantity) It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...

Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience

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Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

Top 5 VC Deals of the Week in Fintech (11/14/23)

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Rolaids... VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...

Fintech Corner: Why Firms at Scale Need Different Technology to Take Off

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“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.

Fintech Corner: The Multiple Layers of Personalization in WealthTech

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Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.

Top 5 VC Deals of the Week in Fintech (11/6/23)

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An eye on AI (or sleeping with one eye open?) Last week, the Biden Administration released an executive order laying out a...