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NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

The Taylor Report (4/5/22)

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Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.

INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

EPISODE 56: How the Geopolitical Implications of Cryptocurrencies Affect Investment Strategy

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

Top 5 VC Deals of the Week in Digital Wealth (4/5/22)

Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...

The Taylor Report (3/29/22)

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IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.

Fintech Corner: How to Keep Culture as Remote Work Becomes Permanent

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Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.
NEWS BRIEF 3 Industry

Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow

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BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...
news brief 1

Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...

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OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...