FusionIQ Announces Integration with Interactive Brokers Canada
FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...
5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...
What IF………….IF Happens?
We all do it. Probably every day too.
You think of something, see something or dream of something and what if......it actually happened? OMG!...
Advisor Tech Talk (Week of 5/20/24)
Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...
The Week in Digital Wealth (5/20/24)
The industry continued its cross-partnerships with end users as the focus. This time, though, the AI conversation continued, with vertical integrations occurring everywhere.
Headlines to...
Decentralized Diaries for the Week of 5/20/24
Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.
The headlines:
...
Top 5 VC Deals of the Week in Fintech (5/20/24)
What drives startup success?
A great product, a solid go-to-market strategy, and a strong culture plant the seeds for a successful startup....
Creative Disruption In The Clearing and Custody Landscape
A small group of large, well-known national players has long dominated the clearing and custody space. The most substantive change of note recently within...
Robert Coppola Leaves Envestnet For Sanctuary Wealth
Robert Coppola, formerly Envestnet's chief technology officer, has joined Sanctuary Wealth, the fast-growing wealth management firm led by CEO Adam Malamed, to spearhead the...
What To Watch is Very Confusing
Financial markets dull? Business slow? Have a lot of "free time?" Certainly a lot of "free time" can cause a lot of angst and...