WEALTHTECH

11 stories about race, diversity and inclusion from 2021

By Justin L. Mack      

Over the past 12 months, the financial services industry has tried to confront its diversity issues while at the same time delivering stark reminders of how much work still needs to be done. Read story →

Rising rates for bonds: How a journey back to normal might look

By Matt Dines       5 min read

While we don’t foresee a rapid increase in yields bloodying the nose of bond markets, we acknowledge that this has happened in the past and investors should be prepared. Read story →

5 questions for Seismic VP of inclusion Donna DeBerry

By Tobias Salinger      

The 30-year veteran with tenures at AARP, two professional sports leagues and three large financial firms shares the major industry vendor’s plans.  Read story →

22 who will transform wealth management in 2022

By Editorial Staff      

The people who make up this subjective group of committed professionals are reshaping a fragmented industry and serve a mission that extends beyond annual earnings. Read story →

Here's what wealthtech experts predict for 2022

By Ryan W. Neal      

We asked leaders in the field to give us their thoughts on the coming year. Here's what they had to say. Read story →

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WEB SEMINAR

Cryptocurrency for Advisors | Crypto Regulations & Compliance: How Providers Can Stay Compliant and Mitigate Risks

Wednesday, December 8, 2021 12:00 PM EST

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SPONSORED BY Fireblocks

WEB SEMINAR

Mortgage lending trends to watch in 2022

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O’Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business. Learn More →

WEB SEMINAR

Bridging the future of finance: How Bitcoin is making its mark

Is Bitcoin at a “tipping point” and could it one day be the currency of choice for trade? The future for digital currencies can be bright, but there are still risks involved. In this session join Yan Zhao, President of NYDIG as she explores: (1) the overall discussion of how Bitcoin is experiencing wider adoption in the traditional finance world, and why that is; (2) Recent partnerships in the financial sector and how they’ve helped evolve the space; and (3) how and why organization are embedding Bitcoin in various financial services products like lending, payroll, banking, and investing. Learn More →

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