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Fintech Luminaries – Meet Adrian Johnstone of Practifi
We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.
How ETF Innovation And Mainstreaming Of Fintech Converged Last Week
The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds.
Luma & Insurance Technologies Partner to Bring Annuities Solution to Market
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market.
Fintech Luminaries – Meet Cheryl Nash of InvestCloud’s Financial Supermarket
We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.
Publisher Notes For 2/17/21
Welcome to our latest edition of Digital Wealth News! Will Smith's investment in fintech, Ikea's venture into digital banking, bitcoin's meteoric rise to $50,000 - industry defining events are occurring NOW and we're covering them all for you here! Check it out!
Recent Market Disruption Escalates Interest in AI-Driven Asset Management
With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.
Fintech Luminaries – Meet Sally Outlaw of Worthy Financial
For the next feature in this series, we’d like you to meet Sally Outlaw of Worthy Financial which helps the "98%" painlessly save & invest while also helping businesses get better access to capital.
Ikea Goes After Walmart & Alibaba in Digital Banking Wars
Here are three of the world's great retailers - selling affordable goods to the public the world over - and yet, retail sales alone is not enough for any of them. All three have now taken major moves into fintech and digital banking.
Top 5 VC Deals of the Week in the Digital Wealth Sector (2/17/21)
This past week, the real estate category (proptech) continued to see dollars flow iwht a $227M deal for Fraction Technologies out of Canada. This is a shared equity program, similar in scope to what Unison offers here in the US. And we think this is SUCH a smart offering, as many people may have sufficient cash flow but not enough capital for real estate down payments.
FICO Survey Finds Shadow Banking Siphoning Bank Customers
While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.