Confusing & Complicated Markets. Thank Goodness for Vodka.
Not during the day. Talking about the vodka.
But, figuring out confusing, complicated financial markets and global events is an all day job. Then when...
Advisor Tech Talk (Week of 4/29/24)
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...
The Week in Digital Wealth (4/29/24)
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...
Decentralized Diaries for the Week of 4/29/24
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...
Top 5 VC Deals of the Week in Fintech (4/29/24)
Sitting on the sidelines...
Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
Advisor Tech Talk (Week of 4/22/24)
The biggest advisor tech news this week is not among our list of headlines.
Because this news did not come from a...
The Week in Digital Wealth (4/22/24)
Collaborations continued to be a focus point, but the end-user came out on top. Government interventions were overarching, with pushbacks from advocacy groups highlighting...
Decentralized Diaries for the Week of 4/22/24
The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.
That said, inter-country collaborations are (very much) alive...
Top 5 VC Deals of the Week in Fintech (4/22/24)
Ah, the memories...
VC funding continues downward, with deal activity reminiscent of 2017. One can speculate about Fintech rebounding again, as it...