etf - search results

Greetings from Digital Wealth News™ ! Happy Wednesday from Beautiful Montana! ...

Today, we are pleased to announce the next chapter in our growth at Digital Wealth News, with the launch of our new podcast series Dwealth Muse, plus more great new content this week. Check it out here!

This past week, America "won" with four of the five top VC deals in the fintech sector. Furthermore, all four of those deals surpassed $100M, while the 5th deal - and Indian digital lending startup - scored $75M for their new venture.

After SPACs, or special purpose acquisition companies, became one of the preferred ways to take innovative companies public last year, a flurry of “SPAC-tivity” has taken place in the fintech sector, headlined last week by the acquisition of New York-based MoneyLion, a comprehensive personal finance, advice and investing platform, by Fusion Acquisition Corp.

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.

For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.

For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.

Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.