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

An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.

Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows Dynamic’s network of advisors to actively manage and trade on their clients’ 401(k), 403(b) and other held-away accounts without triggering custody, empowering advisors to actively manage some of their clients’ largest accounts as part of a comprehensive, balanced plan.

ce again on the move.  After receiving a $120 million growth equity investment from global private equity firm K1 Investment Management, ComplySci has announced the expansion of its Board of Directors.

STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.

In one recent survey, almost 84% of investors said they believe receiving personalized content is important when making their decision about who to invest with, and 42% now start the search for a financial advisor online.

Financial technology continues to attract legacy finance players. Fintech IPO roadshows have gone digital, while big banks are also riding the digital wave. The IMF wants to know if CBDCs are the solution for the unbanked population, and Elon Musk is back on the good side of bitcoin investors.

For our latest FINTECH LUMINARIES feature, we'd like you to meet Paul Camuto of Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.

Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.