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WEALTHTECH INSIDER: What Does Scalability Look Like After A Year of Remote Service?
As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.
TAMPs Continue To Boom In 2021 – How Long Can It Last?
After a busy 2020, TAMPs are making a splash again in 2021.
WEALTHTECH INSIDER: Email Campaigns Still Matter – Here’s How To Make Them Count
The biggest advantage of nurture emails is that they allow you to get hyper-specific with your message. Instead of sending a general broadcast email like a newsletter, you can send only content relevant to a person’s interests.
Publisher Notes For 2/24/21
Today, we are pleased to announce the next chapter in our growth at Digital Wealth News, with the launch of our new podcast series Dwealth Muse, plus more great new content this week. Check it out here!
RegTech Firm Smarsh’s Annual Survey Underscores Rising Compliance Risks of Remote Work Model
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.
Broadridge Releases Results of Next-Gen Technology Adoption Survey
Half of financial services firms worldwide plan to increase their spending over the next two years on next-generation technologies
Publisher Notes For 2/17/21
Welcome to our latest edition of Digital Wealth News! Will Smith's investment in fintech, Ikea's venture into digital banking, bitcoin's meteoric rise to $50,000 - industry defining events are occurring NOW and we're covering them all for you here! Check it out!
New Fintech Firm For Healthcare Payments Launches
A new healthcare fintech startup has a solution: PayZen pays hospitals upfront for patient invoices and offers patients zero-interest, fee-free payment plans.
Publisher Notes For 2/10/21
This week we have a full roster of new content including posts on direct indexing, gamestopping, compliance risks, corporate treasury paradigm shifts - industry defining events that are occurring NOW and we're covering them all for you at Digital Wealth News!
Small Business Loan Approval Rates Plummet Year Over Year According to Biz2Credit
Year over year, small business loan approval rates decline almost 50%