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)
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....
LaSalle St. Adds Advyzon Platform to Advisor Tech Stack
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
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
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.
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
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
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...