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MARKET DISRUPTION: The “Instividual,” Individual and The Institutional
On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as “the red headed step-child.” One may dislike the saying, but nonetheless that’s what retail flow was coined back in the day.
DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.
WEALTHTECH INSIDER: Orion Focusing on Helping Advisors Address The ‘Investor Problem’
Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.
Advisor Tech Talk: 2/22/22
As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.
The Week in Digital Wealth (2/22/22)
TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,
Publisher Notes For 2/16/22
This week we dive deeper into NFT investing, revisit the BTC vs GOLD argument yet again (because it's back in the lexicon yet again), and review how geopolitical politics are affecting crypto prices and more. Read up!
Fintech Luminaries – Meet Aaron Schumm of Vestwell
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 Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.
Advisor Tech Talk: 2/15/22
Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.
Bengals…..Rams…..And Crypto?
This year's Super Bowl is being referred to as the ‘Crypto Bowl’ since several crypto-centric firms are spending huge bucks to "introduce" themselves to a vast audience.
The Week in Digital Wealth (2/9/22)
This week, Digital Wealth News is pleased to introduce a new writer for "The Week in Digital Wealth" - Greg Bilecki. We've found Greg to be a talented writer on other projects and we're thrilled to have him take over this column for us, with his unique perspective on all things fintech and digital wealth the world over. Welcome Greg!