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San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...

Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

This article highlights market and economic predictions that are so obvious they should be called, certitudes. Here's a peek at what we believe the future will bring for cryptocurrencies, NFTs, DeFi and the broader markets.

This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?

If these persistently low interest rates have got you down, you’re not alone. Big investors are fed up too. They are scouring the markets for the next big score and are increasingly turning their attention to fintech. Based on the market conditions, it is easy to see why.

A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.

Christmas is here and our household is huddled up by the Christmas ficus (yes, that's what we have) waiting excitedly for Santa to come through our loft's patio doors (no chimney in our studio) to deliver goodies! But wait - we don't need Santa this year! We have MacKenzie Scott!

SoFi Invest Adds New York to Portfolio of States for Crypto Trading SAN FRANCISCO, Dec. 3, 2019 /PRNewswire/ -- New...