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Advisor Tech Talk (Week of 11/20/24)

It’s another week, and wealthtech is bigger and busier than ever before.  And if you think wealthtech is big—we'll refer you below...

The Week in Digital Wealth (11/19/24)

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Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...

Top 5 VC Deals of the Week in Fintech (11/18/24)

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When I grow up, I want to be a unicorn... Many unicorn additions, exits, and IPOs signal it's an excellent time for...

Decentralized Diaries for the Week of 11/19/24

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Last week was all about blockchains. Every institutional behemoth had an interest in blockchain-related issues. On the other hand, the regulatory drama continued to...

Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration

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In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...

Would Have, Could Have, Should Have

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It's over. It's done. What is it? The U.S. election. No matter which way you voted, you have to be extremely happy it's over....

The Week in Digital Wealth (11/12/24)

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The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end. Headlines...

Top 5 VC Deals of the Week in Fintech (11/11/24)

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'D'-regulation? As the world watched the U.S. election this past week, those in the fintech, blockchain, and VC space anxiously await deregulation....

Decentralized Diaries for the Week of 11/12/24

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The recently concluded elections showed the crypto industry's new outlook as the sector took center stage in ongoing conversations and choices voters made. Implementing...

Advisor Tech Talk (Week of 11/13/24)

After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...