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Top 5 VC Deals of the Week in Fintech (11/18/24)
When I grow up, I want to be a unicorn...
Many unicorn additions, exits, and IPOs signal it's an excellent time for...
FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When...
By Brian Weiner, Family Office Resource Group
Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...
Top 5 VC Deals of the Week in Fintech (11/11/24)
'D'-regulation?
As the world watched the U.S. election this past week, those in the fintech, blockchain, and VC space anxiously await deregulation....
FINTECH VIEWS: Driving “tru” Transformational Growth for Independent RIAs
The constant search for size and scale among independent wealth management enterprises has some financial advisors questioning whether bigger is indeed better – especially...
Top 5 VC Deals of the Week in Fintech (11/4/24)
All bets are on...
This past week, CB Insights released its FinTech 100: The most promising fintech startups of 2024. Following this...
FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey
The wealth management industry continues to invest in sophisticated tools, practices and policies to protect clients from data breaches and other security threats. The...
Top 5 VC Deals of the Week in Fintech (10/29/24)
Elections and Deals
According to research by Crunchbase, venture funding appears to follow a similar pattern to the Presidential Election Cycle Theory....
FINTECH VIEWS: How RIAs Are Meeting Fiduciary Standards in A Complex Digital World
It’s been 20 years since former U.S. President George W. Bush signed legislation to declare October as Cybersecurity Awareness Month. The goal was to raise awareness surrounding...
FINTECH VIEWS: Leveraging Artificial Intelligence for Business Growth in Wealth Management
By John Sweeney, President, Praxis Solutions
As artificial intelligence steadily expands into the business ecosystem, it is transforming many aspects of asset and wealth management. ...
Top 5 VC Deals of the Week in Fintech (10/21/24)
Promising, Promises, Promissary...the 'magic' ingredients list
While the names of startups and award amounts change weekly in this column, the transactional details...