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Orion has built an end-to-end offering of technology, investment and support services to guide investors toward better financial behavior in the moment, which can ultimately lead to better outcomes over the long term.

Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space. 

For our latest Fintech Luminaries feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.

The buy now pay later niche is becoming a phenomenon after attracting e-commerce giant Amazon, with ripple effects being felt all the way to Japan. The M&A pipeline is growing stronger as the final quarter of the year approaches, and the blockchain is getting greater validation. Let’s dive in. 

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

insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.   

The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.

Practifi's Adrian Johnstone recently joined the DWealth Muse podcast to discuss the role of CRMs in RIAs, cybersecurity for advisors and how COVID has impacted the relationship between advisors and tech.

Venture capital-backed employee compliance software and solutions provider, ComplySci, reported a rise in concerns among compliance professionals across the financial services sector when it comes to cryptocurrency trading activities by their employees.

In June, Gary Gensler, Chairman of the Securities & Exchange Commission (SEC), discussed his heightened interest in oversight of options trading, an activity that has continued to increase across the financial markets over the past 16 months in particular.