Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...
Top 5 VC Deals of the Week in Fintech (7/8/24)
A Different Game
2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...
Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced
Innovation is the currency that buys you a seat at the table.
Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...
2024……….Part 2
Well, isn't this going to be interesting.
The second half of the year is just beginning and already the drama (?) and suspense is...
The Week in Digital Wealth (7/2/24)
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day.
Headlines to take note of:
Hidden Road...
Decentralized Diaries for the Week of 7/2/24
Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
Stifel Independent Advisors Focuses on Female Leadership with Inaugural Women Owners’ Network Event
Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...
Top 5 VC Deals of the Week in Fintech (7/1/24)
Automation, AI, what comes next?
There isn't any industry that AI isn't impacting; AI touches everything from vision exams to robotics, mental...
Disinformation vs. Common Sense
Are you ready? If not, get ready. The second half of the year, which includes an election (hopefully), will be saturated with disinformation. Or,...