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The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

Top 5 VC Deals of the Week in Fintech (4/1/24)

ABC, 1-2-3, and everything in-between Pleasantly, VCs are funding series rounds and returning to add more money, as demonstrated in this week's...

AI & Finance™ | News for the Week Ending 3/29/24

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns

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Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

Publisher Notes For 4/25/23

Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher

Top 5 VC Deals of the Week in Fintech (4/3/23)

And they're BACK! While researching deals this week, they just kept getting larger and larger. What a relief to see double...