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COO Spotlight: Wealth Enhancement Group’s Terri Kallsen on Aligning Strategy, Operations, Technology

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Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.

2022 Predictions in Digital Wealth from the C-Suite, Part 3

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We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

AI ILLUMINATIONS: This Year, Put Experience At The Top Of Your Tech Concerns

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Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.

WEALTHTECH INSIDER: 3 Reasons Why Digital Banking is Taking Off in the RIA World

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Advances in technology and industry consolidation are blurring the once-tidy lines between different players in the financial services world. Broker-dealers moving beyond commission-based service adopt tech and more.
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d1g1t Inc. Enters Deal with Raymond James Ltd. to Deliver WealthTech Solutions

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d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.

Top 5 VC Deals of the Summer in Digital Wealth (9/7/21)

Now that we're officially post-Labor Day, we're looking at the top 5 largest fintech deals of the summer, and there have been some whoppers. To give you a perspective, the LOWEST funding level in this Top 5 list for the summer was a $500M Series G for equity management system Carta. The top deal came in at $1B+ (yes, "B") for NC-based financial reporting software firm insightsoftware.

The Week in Digital Wealth (8/10/21)

With a combined market cap of $1.8 trillion, the cryptocurrency industry has gotten too big for lawmakers to ignore. But politicians are missing the forest for the trees with their hastily written legislation. Fintech startup Circle is looking to join the ranks as a digital currency bank. Meanwhile, since last week’s Square/Afterpay deal, Buy Now Pay Later startups are looking increasingly attractive. SPACs are still a trend and more. Let’s dive in! 

Top 5 VC Deals of the Week in Digital Wealth (7/21/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector. Another week - in the dead of summer - and I know this is getting aqfully redundant, but EVERY deal is over $100M USD AGAIN.

Advisor Tech Talk (5/26/21)

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Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.

Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...

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Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.