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Top 5 VC Deals of the Week in Fintech (1/29/24)
Startups: "How high can you grow?"
Like 'high jumpers' in sports, the goal is to keep raising the bar (and clearing it)....
Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
Top 5 VC Deals of the Week in Fintech (3/14/23)
Top 5 VC Deals of the Week in Digital Wealth (3/13/2023)
Crackdown. Last week's seizing of Silicon Valley Bank (SVB) likely...
Advisor Tech Talk (Week of 3/14/23)
The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...
Advisor Tech Talk (Week of 2/21/23)
In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...
Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...
Advisor Tech Talk (10/18/22)
By Cindy Taylor
Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...
Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
Top 5 VC Deals of the Week in Digital Wealth (9/20/22)
Friends, we're back with a new week's look at the venture capital sector in fintech. We have...
Top 5 VC Deals of the Week in Digital Wealth (5/18/22)
Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...