Advisor Tech Talk (Week of 12/18/24)
So much for winding down towards the end of the year—we have as much wealthtech news to cover as ever in...
Top 5 VC Deals of the Week in Fintech (12/17/24)
2025 Emerging tech trends: what and who to watch
With all of the technology hubbub, someone must keep track of what's being...
The Week in Digital Wealth (12/17/24)
Innovation continued to push the industry forward, with product integrations leading the charge. The year-end quiet buzz was in the air, alongside jingle bells...
Decentralized Diaries for the Week of 12/17/24
The year is indeed ending with a bang! The industry has moved on. Political conversations have ended, and things are settling on several fronts....
The Print Heard Around The World; Bitcoin $100K
Yahoo. It did it.
After fifteen years, bitcoin hit $100,000. Back fifteen years ago a mighty cheer went up when bitcoin hit $1.00. It...
Choreo Launches Automated, Tax-Aware Management Solution
Choreo, a national RIA with approximately $24.6 billion in assets under management and advisement as of last year, launched its new Choreo Tax Advantage, a “first-of-its-kind...
Sanctuary Wealth Enhances Technology Offering With Bny Pershing Platform Integration
Indianapolis-based Sanctuary Wealth recently announced the expansion of its Sanctuary One wealth management platform by leveraging BNY Pershing's Wove technology. The new arrangement with...
Top 5 VC Deals of the Week in Fintech (12/9/24)
When debt is celebrated
Week after week, startups receive funding and celebrate the win. Money flows, tech advances, and egos inflate. However,...
The Week in Digital Wealth (12/10/24)
The holidays are with us again and the industry shifted to accommodate user's needs as the year winds down and 2025 product launches come...
Decentralized Diaries for the Week of 12/10/24
The mix of government, the private sector, and innovation remained on the precipice, with January's transition affecting key players' moves.
The headlines:
According to...