Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

Decentralized Diaries for the Week of 3/25/24

Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...

The Week in Digital Wealth (3/25/24)

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This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...

Top 5 VC Deals of the Week in Fintech (3/25/24)

Capital is flowing, and the pace is slowing... Many funding deals are still happening, but at lower dollars, and M&A has slowed....
NEWS BRIEF 3 Industry

LaSalle St. Adds Advyzon Platform to Advisor Tech Stack

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The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon. Advyzon, which is...

FusionIQ Launches New FIQ Market One Investment Solution

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FusionIQ, a provider of cloud-based wealth management solutions, has launched FIQ Market One, an investment solution that provides investors and advisors with access to...

FiduciaryxChange Registers 54th PEP as Defined Contribution Plan Popularity Swells

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FiduciaryxChange, a firm that helps 401(k) plan sponsors, advisors, and administrators effectively meet their obligations, has registered more than 50 Pooled Employer Plans (PEPs)...

Uh, Washington We Have a Problem.

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Understatement. The headline refers to "a" problem. As if. There are certainly a myriad of problems floating around out there and, sadly, most of...

Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

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When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...

Binah Begins: Merger Creates New Public Wealth Management Firm

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Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...