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How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their...
At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.
MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing
Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.
Election 2024. Is a Gray Swan Really a Black Swan in Disguise?
WARNING: This article is rated PG-13. It is NOT meant to be political and may best be read with a cold bottle of vodka...
STANDARD DEVIATIONS PODCAST: Lindsey Lewis – Women and Money
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis.
Lindsey Lewis has built a career around women and...
The Founders Arena Unveils Startups Participating in Second Annual WealthTech Accelerator
The Founders Arena WealthTech Accelerator has announced the selection of the next cohort of companies that will be joining its second global accelerator program beginning April 22, 2024.
Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
Successor Membership Program Expanded At Householder Group
Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...