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Decentralized Diaries for the Week of 2/12/24

How far can things explode in the cryptospace? That's a question for another day because prices are going through the roof despite regulatory pressures; ...

Advisor Tech Talk (Week of 1/15/24)

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We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Advisor Tech Talk (Week of 12/19/23)

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Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

Advisor Tech Talk (Week of 5/30/23)

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It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...

The Week in Digital Wealth (11/9/21)

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Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping. 
fintech

Where Is the Fintech Industry Now?

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Many ascribe the modern fintech movement to the passage of the JOBS Act of 2012, and it was important because it opened the door for the P2P and crowdfunding industries to rise up and evolve.