Top 5 VC Deals of the Week in Fintech (9/25/23)

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On Top Of The World "I've tried to cut these cornersTry to take the easy way outI kept on falling short of...

Advisor Tech Talk (Week of 9/25/23)

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Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

The Week in Digital Wealth (9/25/23)

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  As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir is going...
Press Release 2

UpContent and Fresh Finance Forge Pioneering Partnership

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Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading...

Berthel Fisher Names Andrew Christofferson CEO of Firm’s RIA, Broker-Dealer and Insurance Agency

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The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...

Docupace Launches Cutting-Edge API Developer Portal

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LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...

Creating a Haven for Wirehouse Advisors

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In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....

Decentralized Diaries for the Week of 9/18/23

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SBF says he has "issues". Well, everybody does, that's life. That said, many Americans don't want a CBDC. Bitcoin miners showed Paxos some love with the return...

Top 5 VC Deals of the Week in Fintech (9/18/23)

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Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...