zoom - search results

Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...

We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting" year, there's no shortage of individuals ready to kiss this year good-bye and get back to the business of "normal", not "new normal", for 2021. We've asked a number of our industry friends to comment. In prior years, it's been like pulling teeth to get these responses back on time. Ahhh, the life of an editor! But THIS year - this year - has been a breeze. So much so, that we have to break this feature apart over 2-3 weeks in order to include all the quotes we received.

By Eric Clarke It has been clear since March that our industry needs to change how we deliver...

I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; missing guests (and their side dishes)...

One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Kevin Adams, Senior Vice President of Wealth Management Technology at investment management firm Raymond James.

On Tuesday, Nov. 10, Smarsh, a leading provider of data supervision software for electronic communications, with a particular...

Smarsh®, enabling organizations to manage risk and uncover value within their electronic communications, announced the acquisition of Digital Reasoning

We'd like you to meet Jason Lish, Chief Security, Privacy And Data Officer of Advisor Group, the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets...

A weekly update on cybersecurity trends in the wealth management space. We explore the client-adviser relationship over a cybersecurity breach.