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In a new article new article in Digital Wealth News, Andrew Aziz writes how independent advisory firms are facing increased urgency to deliver their financial advisors wealthtech that better serves the complex needs of high-net-worth investors.
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In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.
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Andrew Aziz discusses how advisors more than ever require better integration of goals-based planning, behavioral finance and investment management.
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Welcome to the d1g1tal Newsletter, where we will keep you, the d1g1t community, apprised of recent news and exciting developments at d1g1t and we share a forum to exchange ideas.
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Partnership Brings Together Best-of-Breed Data Aggregation Solution, and Institutional-Grade Portfolio and Client Management Platform for High-Net and Ultra-High-Net Worth Advisors and Multi-Family Offices
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Despite the sophistication of today’s tech offerings, many firms and advisers face an uphill battle in building an integrated tech stack that provides everything they need.
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CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform
Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial
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The 2020 ARPM Quant Bootcamp Features Presentation from Dr. Dan Rosen
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