Smarsh Introduces AI-Powered Tool to Streamline Communications Surveillance
Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled an AI-powered tool...
The Fed Chairman Got “The Message”, REVISITED
It actually happened. Following up on a story we ran a month ago in August 2024 (below) correctly saying the Fed would cut interest...
Advisor Tech Talk (Week of 9/24/24)
Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...
The Week in Digital Wealth (9/24/24)
Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...
Decentralized Diaries for the Week of 9/24/24
Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...
Top 5 VC Deals of the Week in Fintech (9/23/24)
Big Tech on Banking
Much is changing for Big Tech as companies turn to the startup ecosystem to solve pain points like...
Sanctuary Recruits $2.2 Billion Centel Wealth
The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the firm...
OpEd: Is Common Sense Dead?
Apparently YES! That's it.
Common sense is so last year and has no place in society. Just like "Video Killed the Radio Star" from...
FSI Vet Chris Paulitz Named to Haven Tower Advisory Board
The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group's board of advisors, the communications, marketing and brand strategy agency for the wealth...
The Arkin Group Launches TAG Intel, Unlocking CIA-Level Geopolitical Intelligence for Wealth Management
NEW YORK--(BUSINESS WIRE)--The Arkin Group (“TAG”)— a boutique strategic intelligence firm led by a former CIA leader Jack Devine— is proud to bring the...