FINTECH VIEWS: SurgeONE.ai Puts “Humans-In-the-Loop” with Acquisition of MGL Consulting
SurgeONE.ai, Sid Yenamandra’s Agentic AI platform, announced the acquisition of MGL Consulting, a well-known industry compliance firm.
With this acquisition, Yenamandra partners with another industry...
FINTECH VIEWS: Tearing Down Data Silos – Start Small for Big Results
By Mike Overdorf, President and Founder, The Sycamore Company
Despite considerable investment in technology, data fragmentation remains a costly challenge for institutional broker-dealers and advisory...
FINTECH VIEWS: Q&A with L1 CEO Miguel Kudry – Democratizing Hedge Funds Via Onchain...
In another move to disrupt traditional wealth and asset management, Miami-based fintech startup L1 has unveiled high-alpha, onchain investment strategies managed by crypto-native hedge...
FINTECH VIEWS: No Longer in the Back of the Room
In the discussion of emerging technology and widespread use of artificial intelligence, there seems to be an assumption that back-office employees will soon be...
FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses
By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors
Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...
Talking Technology for Mid-Sized Firms with Trilogy Financial
The evolution of the wealth management industry is being driven by factors ranging from rapid firm consolidation and shifting demographics to elevated client expectations...
FINTECH VIEWS: A Crypto Investment Platform That’s on Point and Onchain
The global cryptocurrency market is large and growing thanks to a loyal fan base, impressive, if volatile, performance and a financial services establishment that...
FINTECH VIEWS: ChatGPT 5.0 – What It Means for Fintech & WealthTech
Last Thursday evening, I logged into ChatGPT expecting my usual session—but instead, a major new update appeared: version 5.0. My curiosity kicked in, and...
FINTECH VIEWS: Sycamore’s Mike Overdorf on Consolidation in Wealth Management
Amid the wealth management industry’s rapid consolidation, many firms are grappling with operational challenges that are growing more and more complex. While mergers and...
FINTECH VIEWS: TradingBlock Launches Online Learning Hub for Options Education
Chicago-based online broker TradingBlock has recently launched a growing library of educational resources for engaged investors and options-curious traders who want to learn how...