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The wealthtech space is increasingly embracing AI and ML. Major banks are making fintech a priority in the new year. Advisors are looking to tech to help investors grow their wealth in the current market environment. 

Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.

Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.

In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.

he Fed meets this week, and the markets will be looking for signs about the anticipated tightening of monetary policy. Goldman Sachs says to prepare for at least four rate hikes in 2022. Fintech stocks and bitcoin are far from their peaks as investors flee risk for now. Despite the market storm, one banking fintech could be ready to dip its toe into the publicly traded waters. Google has made a key hire in hopes of improving its standing in the digital payments space. 

Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors.