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Publisher Notes For 4/25/23

Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher

Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra

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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...

“Sell In May and Go Away?”

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Check your calendars. May begins next Monday. So what you ask? Well, "Sell in May and Go Away" is a well-known adage in the...

The Week in Digital Wealth (4/25/23)

By Christopher Hamman Earnings calls and reports revealed secrets many companies would have loved to keep out of...

Advisor Tech Talk (Week of 4/25/23)

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When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...

Top 5 VC Deals of the Week in Fintech (4/25/23)

2021 was an unprecedented year for funding across sectors, as deals surpassed previous years. But one quarter into 2023, can we...

Publisher Notes For 4/18/23

Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general, but there are so much positives going on, too. You've gotta stay informed to have the edge! To that end, READ UP!

The Week in Digital Wealth (4/18/23)

By Christopher Hamman Despite all the twists and turns in the Digital Wealth space, things are moving along...

Decentralized Diaries For The Week of 4/18/23

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By Christopher Hamman The crypto space has increasingly divided Capitol Hill. Then again, so is most of the Country.  Peer-to-peer marketplace OpenBazaar is seeking a...

Advisor Tech Talk (Week of 4/18/23)

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There’s a lot to cover in advisor tech news this week, so we’ll get right into it. CapIntel has entered an agreement...