Creating a Haven for Wirehouse Advisors
In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....
Decentralized Diaries for the Week of 9/18/23
SBF says he has "issues".
Well, everybody does, that's life.
That said, many Americans don't want a CBDC.
Bitcoin miners showed Paxos some love with the return...
Top 5 VC Deals of the Week in Fintech (9/18/23)
Does valuation = profitability?
This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
Bearish is the New Bullish. WTF!
To be perfectly blunt, WTF is going on?
Let's pretend you are spending time at the international space station looking down at earth from 250...
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
FusionIQ Disrupts Canadian Wealth Management with All-In-One Digital Platform
FusionIQ, a cloud-based wealth management solutions provider, is bringing its FusionIQ One platform to Canada. According to the company, its all-in-one platform with four...
Back to School: What to Learn this Year in WealthTech
As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...
Inflation vs. Actual Cost. Revealing.
You've heard this before ... "If inflation is moderating why do I always seem to have less money?" Well, it's tricky and can be...
OpCo Lands Distressed Debt Team from TD Cowen – Brief
Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...