Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...
The Week in Digital Wealth (8/7/23)
The drop in U.S. credit ratings did not slow things down in the industry.
Then again, the downgrade is a sign of the chaotic times...
Top 5 VC Deals of the Week in Fintech (8/7/23)
Fairwell, Au Revoir, Adios, Auf Wiedersehen.
Tech layoffs are slowing, but many companies are laying off most, if not all, of their...
Decentralized Diaries for the Week of 8/7/23
The cryptospace's new normal without Gary Gensler's focus is weird but quiet.
Then again, the SEC will soon return with another fresh round of actions...
OpEd: Deception. Chaos. Can AI help?
Sometimes it's just too much.
We are talking information. Or, rather, the immense choices of information. How do you know which source (or financial index)...
OpEd: What Has Happened to the Financial Markets?
Notice a difference in the financial markets? Or, put another way, WTF is happening?
Sure, financial markets have always been in some sort of change...
LaSalle St.’s Technology Learning Center Adds Concierge Service
Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...
These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...
Fintech Real Estate Firm Launches Training Series for Commercial Realtors
The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...