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Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...
The Week in Digital Wealth (12/6/22)
By Chris Robbins
Thanksgiving didn’t slow the always busy activity in digital wealth this week. In crypto, one...
Top 5 VC Deals of the Week in Digital Wealth (12/06/22)
Friends, for those of you who celebrated Thanksgiving in the US, we hope you had a beautiful time with family and...
FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2
For national and regional enterprise firms operating across different jurisdictions, the ongoing cost of staff, systems, processes and leadership necessary for maintaining compliance can become very expensive.
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
Advisor Tech Talk (11/29/22)
By Chris Robbins
For the week before the Thanksgiving holiday, there was a lot going on in advisor technology.
Notably, Fidelity Institutional added...
Publisher Notes For 11/23/22
Friends, we had our Thanksgiving early this year and we're already "turkey'd" up! We want to wish all of you a beautiful holiday with family & friends and express our gratitude for our wonderful community here at Digital Wealth News! In the meantime...READ UP!
WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.
The Week in Digital Wealth (11/22/22)
By Chris Robbins
Oh what a week in digital wealth!
In the realm of fintech and apps, State Street...
NewEdge Advisors Appoints Former LPL Recruiting Leader President
Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...