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Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.
Advisor Tech Talk: 10/5/21
The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients.
The Week in Digital Wealth (10/5/21)
An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.
Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference
Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.
Publisher Notes For 9/28/21
Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!
Advisor Tech Talk: 9/28/21
Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.
Top 5 VC Deals of the Week in Digital Wealth (9/28/21)
Not to sound like a broken record, but we often do. But I believe this week's internatoinal VC deals in the fintech sector may have hit an all-time high, inasmuch as the smallest deal was $200M USD, and we by-passed numerous deals in excess of $100M for this week's list.
The Week in Digital Wealth (9/28/21)
Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust.
Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Advisor Tech Talk: 9/21/21
Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches.