Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...
Disrupting Wallets: FusionIQ Brings Wealth Management Into Everyday Transactions
The gap between digital payments and wealth management has long stood out as a conspicuous void – but one wealthtech provider is taking the...
BRICS, Gold and “De-Dollarization.” It’s Bigger and Closer.
In case you've been too distracted by the perpetual noise of today’s markets, a significant global shift has been quietly picking up steam. Last...
Decentralized Diaries for the Week of 10/22/24
The big dogs ruled the week, with everything coming from the top. Innovation at all stages continued to flow. The bad guys got a...
The Week in Digital Wealth (10/22/24)
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...
Advisor Tech Talk (Week of 10/23/24)
Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...
Top 5 VC Deals of the Week in Fintech (10/21/24)
Promising, Promises, Promissary...the 'magic' ingredients list
While the names of startups and award amounts change weekly in this column, the transactional details...
Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...
World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial.
"We are excited...
Transforming Wealth Management: Tech Innovators Feted at the 2024 MMI/Barron’s Industry Awards
Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through technology. They are...