Decentralized Diaries for the Week of 6/4/24
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
Top 5 VC Deals of the Week in Fintech (6/4/24)
Keeping an Eye on AI...
A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion'...
MMI Executive IQ Capstone Innovation Project Develop Solutions
The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...
SLK Private Wealth Brings $300 Million Team to Sanctuary Wealth Network
SLK Private Wealth, a Sanctuary Wealth partner firm, has added Los Angeles-based advisors Adam Weinstock, CFP® and Eleanor Weinstock to the practice. The team...
The Week in Digital Wealth (5/27/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
Decentralized Diaries for the Week of 5/27/24
Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...
Top 5 VC Deals of the Week in Fintech (5/27/24)
Reset.
Everyone needs time to reflect and reset once in awhile. A recent report by Paddle found that founders are doing just...
Advisor Tech Talk (Week of 5/27/24)
Every time we take a break from talking about the promise of future, we have a chance to discover how the...
A Fantastic Opportunity? Or, Maybe Not
First, hoping you had a very Happy Memorial Day. Time to reflect, remember and honor all those that have served, are serving and especially...