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The Week in Digital Wealth (9/27/22)
By Christopher Robbins
This week in digital wealth a lot happened—not only did wealthtech news spill over from...
Top 5 VC Deals of the Week in Digital Wealth (9/27/22)
The past week was herky jerky (I always have to look up the spelling of that) in...
Too Big to Fail? Update.
Update? Progress (?) report? Well, kind of. After running the article below at the end of just last December I thought it might be...
The Week in Digital Wealth (9/20/22)
By Christopher Robbins
It was a wild week in financial markets, and a wild week in digital wealth....
Practifi Propel Provides Advanced Analytics for Wealth Managers
In the highly competitive and consolidating wealth management industry, firms that can leverage advanced analytics to organize and surface mission-critical data will come out...
Practifi Delivers Data-Driven Advanced Analytics For Wealth Management Industry
CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...
The Week in Digital Wealth (9/13/22)
By Christopher Robbins
What a week it was in digital wealth!
In Wealthtech and Investments, Shaping Wealth is offering...
Top 5 VC Deals of the Week in Digital Wealth (9/13/22)
Anybody remember THE BLUES BROTHERS out there? One of my favorite movies EVER (I love the blues,...
Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?
Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...
The Week in Digital Wealth (9/7/22)
By Christopher Robbins
Believe it or not, this holiday week in digital wealth was a busy one.
On the...