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Andrew Aziz writes in Wealth Solutions Report how depending on who you want to believe, the nation faces a severe retirement crisis, or the hand-wringing is much to do about nothing.
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Earlier in the year we announced the addition of three U.S.-Based Senior Leaders to the d1g1t team. We are very fortunate to have onboard Sales veteran Tate Haymond, formerly of Nasdaq Asset Owner Solutions, as Chief Revenue Officer; Silicon Valley technology leader and software entrepreneur David Karchmer, as Chief Technology Officer; and Engagement expert Dianna Heideman, formerly of Envestnet Inc, as Vice President of Client Experience.
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Additions Demonstrate Toronto-Based Enterprise Wealth Management Fintech's Commitment to Expanding Throughout North America as Company Enjoys Another Year of Significant Growth
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Amid the current market volatility, advisers should recognize that using value-at-risk models to assess portfolio risk is not a foolproof approach.
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Upon winning WealthTech Americas Award 2022 for Leading Individual (Canada), Dan Rosen, CEO, d1g1t, talks to WealthBriefing Editor Tom Burroughes on the firm’s accomplishments.
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Dan Rosen, CEO of d1g1t awarded category winner for leading individual in the Canadian categories at the Wealthbriefing Wealthtech Americas Awards 2022
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Alliance will create a seamlessly integrated WealthTech experience for financial firms and advisors, allowing them to tackle their compliance, document retention and document sharing responsibilities while better meeting the service demands of clients.
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Agreement with Canada's leading provider of custody, trade execution and brokerage solutions underscores d1g1t's rapid growth trajectory.
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In Digital Wealth News's predictions for WealthTech in 2022, d1g1t's Chief Strategy Officer, Andrew Aziz presents the view that the role of WealthTech in a world of remergent inflation and pandemic-related uncertainty will focus, not on replacing financial advisors, but instead on empowering advisory firms to scale up their high-value human services
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Welcome to this end-of-year, special holiday edition of the d1g1tal Newsletter. While we are now almost two years into this pandemic, we have been incredibly fortunate and are thankful to continue working with an ever-growing community of clients, partners, investors and friends. We really couldn’t ask for much more.
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