Riskalyze co-founder gets leadership role at estate planning fintech startup
It might not be as catchy a hook as Prince’s chart topping 1982 singlebut Matt Pistone and Matt Morris are ready to party like it’s 2015....
Tagged: Practice and customer care
Canadian fintech startup partners with Morningstar to deliver crypto education to advisors
Financial advisers can now access digital asset education through a big name in financial services, thanks to a new fintech partner from north of the border....
Ric Edelman’s DACFP expands crypto education program to accommodate more students
Ric Edelmans ongoing crusade to strengthen cryptocurrency education spreads its wings. The Edelman-led one Digital Assets Council of Financial Professionalsa research and education organization where financial...
AI, blockchain technology to eventually push the wealth management market to new heights
As the wealth management business increasingly becomes a technology business, the wealth technology market is poised for significant growth and expansion on the back of the...