offering - search results

The coronavirus pandemic forever changed the technology and financial industries, said Emily Wilcox, chief operating officer at Practifi, a business management platform for financial advisory firms, offering opportunities for both to seek out different ways of doing business and reaching new customers.

Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.

What a difference a week can make! The SPAC deal pipeline continues to fill, while Wise tested the mettle of the LSE in a post-Brexit world and the Nasdaq provided a Shanghai surprise. One major Wall Street firm made a bullish call on a fintech consumer lending platform. Google is on the fintech prowl in Japan while the banks look on, plus traditional lenders are upping the ante to compete with their tech-savvy rivals.

It takes more than a client portal and growing investor assets to keep a client’s attention and attract new business. To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components.

Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

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, lower operating costs and improve the client experience.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

This week, 3 of the top 5 deals were international - out of South Korea, Holland and China; The Chinese deal received funding from a Canadian teacher's pension fund - we thought that was interesting and rather unusual; In America, the two firms who made our list this week were in auto finance and wealthtech - two strong areas of financing in our country.