Is Texas to Blame for Slow Financial Markets?
It's a theory. A real stretch of a theory, too. But maybe not. All these years investors/traders have blamed summer for subdued and lackluster...
The Week in Digital Wealth (6/11/24)
Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...
Decentralized Diaries for the Week of 6/11/24
The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
Top 5 VC Deals of the Week in Fintech (6/11/24)
A new player emerges...
This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...
Vestmark and PureFacts Partnership Optimizes Billing for Wealth Management Industry
Fintech firms Vestmark, Inc., a provider of wealth management software and services, and PureFacts Financial Solutions, which delivers revenue management, enterprise reporting, and insights...
Emerging Asset Management Leaders to Gather for MMI Annual Seminar
The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....
First Rate Announces Investment and Strategic Partnership with Fispoke
Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...
Update June 4th | Will Fed Chairman J. Powell Be Fired?
This is a re-post from a few months ago. Traveling this week. Many articles are surfacing concerning Fed Chair J Powell and his dilemma...
The Week in Digital Wealth (6/4/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...