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Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz...

Where is the smart money going?  What is the world’s largest asset manager investing in?  With all the talk of companies investing in AI...

Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform

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Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

55ip and BlackRock partner to make the move to model portfolios “less taxing”

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Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...

Top 5 VC Deals of the Week in Fintech (6/18/24)

Bank VCs and Startups: A match made in ____? More and more banks are lending to startups- an action previously avoided in...

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

Top 5 VC Deals of the Week in Fintech (6/11/24)

A new player emerges... This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...

Advisor Tech Talk (Week of 6/4/24)

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Top 5 VC Deals of the Week in Fintech (6/4/24)

Keeping an Eye on AI... A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion'...

MMI Executive IQ Capstone Innovation Project Develop Solutions

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The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...

Decentralized Diaries for the Week of 5/27/24

Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...