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Inflation “Fixed?” Wait for Phase Two

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Mission accomplished? Inflation conquered? Is that true? Well, the same folks who said they didn't see any inflation and then said even if there...

Advisor Tech Talk (Week of 10/2/24)

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This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest...

The Week in Digital Wealth (10/2/24)

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The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving...

Decentralized Diaries for the Week of 10/2/24

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Despite the twists and turns in the crypto industry, innovation remained at an all-time high for both the good and bad actors. Regulatory efforts...

Top 5 VC Deals of the Week in Fintech (10/2/24)

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Other pockets It's no surprise that 2024 is shaping up to be one of the slowest years for deal activity—way down compared...

Smarsh Introduces AI-Powered Tool to Streamline Communications Surveillance

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Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled an AI-powered tool...

The Fed Chairman Got “The Message”, REVISITED

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It actually happened. Following up on a story we ran a month ago in August 2024 (below) correctly saying the Fed would cut interest...

Advisor Tech Talk (Week of 9/24/24)

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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

The Week in Digital Wealth (9/24/24)

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Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...

Decentralized Diaries for the Week of 9/24/24

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Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...