Advisor Tech Talk (Week of 5/10/23)
This week in advisor fintech we have yet more news out of the advice engagement category.
Bento Engine announced the launch of...
Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
Industry Veteran and Consultant Matt Sonnen Goes In-House at Coldstream
Pacific Northwest-based and rapidly expanding hybrid RIA Coldstream Wealth Management has a new Chief Operations Officer. The appointment of Matt Sonnen as COO is...
Debt Ceiling. Bank Failures. De-Dollarization. Oh Boy!
Bad news. Impossible to ignore. Reality is setting in. So while hiding in the bedroom with the lights out, the dreaded sound of a...
Decentralized Diaries For The Week of 5/3/23
By Christopher Hamman
As we enter the new month, many things are looking up for the crypto space.
That is despite Gary Gensler's personal...
The Week in Digital Wealth (5/3/23)
By Christopher Hamman
Happy new month!
Besides banking failures, the "other" big issue hovering in the air is a...
Top 5 VC Deals of the Week in Fintech (5/3/23)
As 2023 continues, there are many predictions of what may come next:
Startups will be looking for alternative means of raising cash
Sales...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
ADVISOR GROUP TO SIMPLIFY BUSINESS STRUCTURE UNDER ONE NEW BRAND
Rumor became reality as Advisor Group announced plans to consolidate its multi-firm network into a single, rebranded entity. Over the next 18 to 24...
Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...