Advisor Tech Talk (Week of 11/27/24)
Well, it finally happened, which means this week in Advisor Tech Talk we’re going to have to talk about it: Robinhood...
Decentralized Diaries for the Week of 11/26/24
Industry integrations paved the way for crypto adoption as new players considered entering the industry—the new winds of change in D.C. may have something...
Strive’s Direct Indexing Now on Fidelity and Schwab
Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powered by Vestmark...
Breathe. The Election is Over. What’s New?
The U.S. election came off beautifully. Pretty smooth and no problems. America shines once again. Now, after a couple weeks later, what's new? How...
Decentralized Diaries for the Week of 11/19/24
Last week was all about blockchains. Every institutional behemoth had an interest in blockchain-related issues. On the other hand, the regulatory drama continued to...
The Week in Digital Wealth (11/19/24)
Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...
Top 5 VC Deals of the Week in Fintech (11/18/24)
When I grow up, I want to be a unicorn...
Many unicorn additions, exits, and IPOs signal it's an excellent time for...
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration
In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...
Would Have, Could Have, Should Have
It's over. It's done. What is it? The U.S. election.
No matter which way you voted, you have to be extremely happy it's over....