Top 5 VC Deals of the Week in Fintech (9/25/23)
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)
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)
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...
UpContent and Fresh Finance Forge Pioneering Partnership
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
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
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
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
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)
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)
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...