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Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.

Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!

Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.

A Novel Financial EdTech Platform Bringing Incentivized Learning To Financial Professionals, Business Executives And Modern-Day Investors/Consumers (“Investumers”)

Greetings, Fintech Friends! We hope you had a wonderful Labor Day weekend! As summer draws to a close, we look back at the season's top VC deals, biggest news in the advisor tech and digital wealth sectors, plus more. Read up!

After a blockbuster summer in the fintech and digital wealth space, we thought it would be a good opportunity to do a highlight reel of some of the most memorable developments. For those who prefer to look ahead instead of the rear-view window, Christmas is just 108 days away and counting!  

For our latest Fintech Luminaries feature, we'd like to offer a fresh news take on this series with an interview from an up and coming FUTURE fintech luminary, 8th grader Jessica Albright. Learn how the current generation is already using fintech and how they hope to be involved in the industry in the future.

Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, today announced Tim Highland has joined the company as head of professional services. In this role, Highland will lead Practifi’s professional services team in onboarding clients, implementing new projects and enhancing the client journey.