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Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology...
ComplySci (the “Company”), an established provider of regulatory technology and compliance solutions for the financial services sector, today announced the commencement of its M&A growth strategy, starting with the acquisition of National Regulatory Services (NRS), an advanced provider of compliance consulting services and technology solutions for investment advisers, broker-dealers, hedge funds, private equity firms, insurers and other financial services firms.
Top 5 VC Deals of the Week in Digital Wealth (10/19/21)
This week we're back with a fresh round of new Top 5 VC deals, and the diversity of fintech in these deals continues to excite us.
The Week in Digital Wealth (10/19/21)
The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.
It’s Time, Gold. Bow Out Graciously.
Gold retires. Yes, it's true. After 5,000 years of impeccable service to global monetary development and stability, Gold announced its retirement. The world is grateful.
d1g1t Inc. Enters Deal with Raymond James Ltd. to Deliver WealthTech Solutions
d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.
Publisher Notes For 10/5/21
Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.
Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference
Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.
Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management
Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.
Advisor Tech Talk: 9/21/21
Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches.