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World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial.
"We are excited...
Transforming Wealth Management: Tech Innovators Feted at the 2024 MMI/Barron’s Industry Awards
Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through technology. They are...
Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
The Week in Digital Wealth (10/15/24)
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach.
Headlines to take...
Top 5 VC Deals of the Week in Fintech (10/13/24)
AI, the shiny new thing
AI is exciting, the possibilities are endless, and VCs are enthralled with the shiny new tool. This...
AI & Finance™ | News for the Week Ending 10/11/24
Hello and welcome to another—wait for it—BUSY edition of AI & Finance. This week we have a ton of headlines to deliver your way...
FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices
More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
The Fed Cut Interest Rates. Careful What You Wished For.
It finally happened. Fed Chair J. Powell did what everybody wanted. He eased interest rates. Yay, cool. Investors had waited all year for this....
The Week in Digital Wealth (10/9/24)
Utility took over last week's industry convo, with new features improving end-user experiences. Integrations also moved in that direction. Partnerships focused on cost reduction...
Advisor Tech Talk (Week of 10/9/24)
I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...