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Strive’s Direct Indexing Now on Fidelity and Schwab
Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powered by Vestmark...
Will Fidelity, Grayscale & Others Finally Change the SEC’s Stance on a Bitcoin ETF?
Within the last few months Fidelity Investments, Grayscale Investments LLC, WisdomTree, CBOE/VanEck, NYDIG Asset Management, Valkyrie Digital Assets and SkyBridge Capital have all filed with the SEC to launch a Bitcoin ETF
Gaming High Rollers Aren’t What They Used to Be
Fidelity Investments has opined that governments, and even a central bank, could buy bitcoin in 2022.
Advisor Tech Talk (Week of 11/25/25)
Nostalgia is big business, but it won’t work for every part of the economy—particularly the financial services industry.
Welcome to a Thanksgiving-week Advisor Tech Talk, and...
The Week in Digital Wealth (11/3/25)
Activities moved at breakneck speed, giving innovators a chance to win. Government regulatory activity remained minimal.
Headlines to take note of:
Envestnet unveiled new model...
Advisor Tech Talk (Week of 11/3/25)
So you want to know more about wealthtech.
Where do you go?
More importantly, you want to get word out about your new and growing wealthtech product.
How...
The Week in Digital Wealth (9/29/25)
Integrations thrived, with key players working alongside upstarts. Government interventions remained light.
Headlines to take note of:
Nasdaq and AWS revealed an upgrade to their...
AI & Finance™ | News for the Week Ending 8/8/25
Even with smarter-than-ever artificial intelligence, software is still a GIGO proposition.
Welcome to AI & Finance, where we run down another long list of financial...
Advisor Tech Talk (Week of 8/4/25)
What the heck are we writing about, anyway?
Welcome to Advisor Tech Talk, everyone, where we have a nice summer set of...
Decentralized Diaries for the Week of 7/28/25
The stablecoin sector had increased activity following the creation of a legal framework regulating its activities. Other segments moved forward with tokenization, also making...