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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...

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

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.

Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

Blockchange, Inc.,  a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.

M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  

Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.