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Advisor Tech Talk (Week of 2/20/24)
In today’s wealth technology update, the dis-intermediators are making a splash.
I think most of our readers anticipate—or dread—the day when disintermediating...
The Week in Digital Wealth (2/20/24)
Happy President's Day!
The industry continued in its stride post-valentine, with partnerships and new product launches.
That said, State Street's ETF solution is available...
Decentralized Diaries for the Week of 2/12/24
How far can things explode in the cryptospace?
That's a question for another day because prices are going through the roof despite regulatory pressures;
...
Top 5 VC Deals of the Week in Fintech (2/12/24)
Fix it for me...
From financial wellness to rent-now-pay-later apps and everything in between, startups fixing 'human' problems are winning BIG when...
The Week in Digital Wealth (2/5/24)
This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...
WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs
Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.
Decentralized Diaries for the Week of 1/29/24
How well are things going to turn out for the cryptospace by spring?
Well, the answer might surprise you (we are keeping our cards to...
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
Top 5 VC Deals of the Week in Fintech (1/29/24)
Startups: "How high can you grow?"
Like 'high jumpers' in sports, the goal is to keep raising the bar (and clearing it)....
AI & Finance™: News for the Week Ending 2/2/24
In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...