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Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
Publisher Notes For 5/2/23
Greetings from Digital Wealth News™
Friends, AS USUAL, we are loaded up with a plethora of new,...
Industry Veteran and Consultant Matt Sonnen Goes In-House at Coldstream
Pacific Northwest-based and rapidly expanding hybrid RIA Coldstream Wealth Management has a new Chief Operations Officer. The appointment of Matt Sonnen as COO is...
Decentralized Diaries For The Week of 5/3/23
By Christopher Hamman
As we enter the new month, many things are looking up for the crypto space.
That is despite Gary Gensler's personal...
Top 5 VC Deals of the Week in Fintech (5/3/23)
As 2023 continues, there are many predictions of what may come next:
Startups will be looking for alternative means of raising cash
Sales...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Publisher Notes For 4/25/23
Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher
Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...
“Sell In May and Go Away?”
Check your calendars. May begins next Monday. So what you ask? Well, "Sell in May and Go Away" is a well-known adage in the...
The Week in Digital Wealth (4/25/23)
By Christopher Hamman
Earnings calls and reports revealed secrets many companies would have loved to keep out of...