fbpx
Press Releases
7 December 2018

Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

by INSART

Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

Folio Financial announced the launch of their latest innovation, the Digital Wealth Platform, a completely digital, automated investment advice solution that combines the strength of goal-based financial planning and custom-tailored portfolio…
> Find Details
WealthTech Events
14 November 2018

Blockchain for Finance Conference 2018, November 14-15

The Blockchain for Finance Conference, North America assembled some of the most recognized experts to discuss the latest advancements in DLT which will revolutionize the finance industry.
> More Info
WealthTech Events
12 February 2019

FinovateEurope 2019, February 12-14

WealthTech Club partners with FinovateEurope that brings you the targeted FinTech insight and focused networking you need. The unique demo format puts the latest FinTech innovation on stage, showing you the…
> More Info
WealthTech Events
06 December 2018

In|Vest West 2018, December 6-7

In|Vest West 2018 will offer specific focus on the firms that are bringing investing to the masses and those that are involved in the growing wave of consolidation.
> More Info
WealthTech Events
03 December 2018

Retirement Management Forum 2018, December 3-4

Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. At Retirement Management Forum, learn how to better…
> More Info
WealthTech Events
28 November 2018

Blockchain Expo North America 2018, November 28-29

WealthTech Club partners with Blockchain Expo North America. The event offers conference tracks including Blockchain for Enterprises, Blockchain Platforms & Strategies, Cryptocurrency and Financial Services, etc.
> More Info
WealthTech Events
28 November 2018

Wealth 2.0 2018, November 28-29

WealthTech Club is a media partner to Wealth 2.0 that brings together senior decision makers from wealth and asset management companies. The agenda covers forward-looking issues such as blockchain, customer…
> More Info
WealthTech Events
26 November 2018

The Canadian FinTech & AI Awards 2018, November 26

by INSART

The Canadian FinTech & AI Awards 2018, November 26

The Canadian FinTech & AI Awards recognize and celebrate Canadian innovation in financial technology and more recently, in artificial intelligence.
> More Info
WealthTech Events
15 November 2018

The Summit for Asset Management 2018, November 15

TSAM brings you together with senior decision makers from the world’s most innovative and forward-thinking asset managers globally.
> More Info
WealthTech Events
15 November 2018

Focus on Advising the Great Wealth Transfer 2018, November 15

Industry experts share a framework to handle the generational wealth transfer while demographic trends disrupt established client-advisor relationships, potentially putting advisory practice at risk.
> More Info