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Bearish is the New Bullish. WTF!

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To be perfectly blunt, WTF is going on? Let's pretend you are spending time at the international space station looking down at earth from 250...

Advisor Tech Talk (Week of 9/18/23)

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This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

Back to School: What to Learn this Year in WealthTech

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As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...

Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group

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Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...

The Taylor Market Report (9/5/23)

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Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.

BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack

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When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.

Decentralized Diaries for the Week of 9/4/23

Is the Department of Justice heading for a showdown with Binance? That could be a possibility with a sealed filing from the SEC. That said, the...

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

Top 5 VC Deals of the Week in Fintech (8/21/23)

Un-Magical Things... 2023 has been strange for the startup world; survival tactics focus on strategic partnerships, while others are low-value acquisitions to...

OpEd: Financial Literacy in America – We Must Act Now

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Financial literacy, which benefits from financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently.