redtail - search results

OMAHA, Neb., September 6, 2022 – Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new strategic...

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

With markets, politics, and social media in an ABSOLUTE UPROAR and bombarding us constantly, doesn't it help to know that Digital Wealth News is here to simply - and calmly - provide you with cutting edge thought leadership, industry news and trends, period?  We've got more of that here this week for you!  READ UP!

It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

The broader financial advisor community has been adding tech talent, launching new products and going digital.