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Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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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.

Well Blimey! Bloody Cool, J.P. Morgan

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Better late than never. Looks like that's the thinking over at JPMorgan. For the very first time in its 222 year history, the banking giant has decided to open its first international expansion. So with a big jump "across the pond," JPM is set to launch its new digital bank...... Chase..... in the UK next week. The official announcement is expected next Tuesday (28th).

Fintech Corner – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond

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Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.

CogniCor Selected for Morgan Stanley Multicultural Innovation Lab

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insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.   

Man’s Best… Crypto? How Dogecoin Could Become The Peoples’ Money

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According to the American Kennel Club, the Shiba Inu is an ancient breed of dog “…named after its history as a hunter in the rugged mountains of Japan.” In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

DWealth Muse Podcast Series: Episode 20 – Is the CRM the Key To...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

REAL CLEAR CRYPTO: NFTs Aren’t Another Fad, They’re A Revolution

Tokenization is a technology trend with the potential to reshape financial markets, according to John Sarson, CEO and co-founder of Sarson Funds, a cryptocurrency asset manager and information hub for financial advisors, and nowhere is that more apparent than in the world of non-fungible tokens, or NFTs.

Latin America is Becoming Central Banker’s Worst Nightmare. No Laser Eyes at The Fed.

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Global central bankers, already extremely anxious about losing monetary control to the likes of Bitcoin, are going to have some very sleepless nights ahead. Nightmare type sleepless nights. Last week El Salvador's President, Nayib Bukele, signed into law legislation declaring Bitcoin to be legal tender in the country.
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Vestwell Partners with Wealthtech API Provider Bambu to Expand Investment Advice in Retirement Journey

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Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.

WEALTHTECH INSIDER: If You Build It, They Will Come: Wealthtech to Find (and Keep)...

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Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.