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Financial Advisor Digital Marketing in a Post-Pandemic World

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While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

The Grail with Keith Gregg (3/17/21)

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As humans, we don’t like change very much. Some acknowledge change but resist it as much as possible. Others live in denial, convinced they’re keeping up with the times, while they slip into obscurity or become antiquated. But small and mid-size business owners can’t afford to do either; they must embrace change to be successful.
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Pagaya Expands With $900 Million Pre-Funded Consumer Credit Deal

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-Pagaya, a global financial technology company, today announced the expansion of the Pagaya AI Debt Selection Trust (PAID) shelf with $900 million committed

Publisher Notes For 3/10/21

Happy Wednesday, Digital Wealth Devotees! This week we ended up with more content than usual, but it's all really interesting, so we hope you'll enjoy it as much as we did gathering it all up!

Riskalyze Launches “Build My Tech Stack” Tool

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Riskalyze has launched a brand-new financial technology innovation designed to facilitate the ease of integrating the vast landscape of financial technology available to financial advisors.

Publisher Notes For 3/3/21

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

RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model

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The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.

Fintech Luminaries – Meet Cheryl Nash of InvestCloud’s Financial Supermarket

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We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.

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.

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.