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Fintech in Q1/21 – Where are We Headed Next?

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With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed
Press Release 2

Jack Henry & Associates Reports on Rise in Digital Momentum

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Jack Henry announced today that regional and community banks and credit unions are successfully pivoting to meet today's demands for a complete banking ecosystem
Press Release 1

AlphaTrAI names Bruce Lavine President, Asset Management

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AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management
Press Release 4

Canadian Fintech Mogo Launches First Bitcoin Cashback Mortgage

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Mogo Inc., a digital payments and financial technology company, today announced that it has extended its unique bitcoin cashback rewards program

Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?

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Over the last few decades, the wealth management industry has gravitated towards separately managed accounts or SMAs. High-net-worth clients, in particular, embraced these instruments because they provided a path to invest more like institutions.

The Grail with Keith Gregg (3/31/21)

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At Chalice, we pride ourselves on being purposely built to help people just like you, the small and midsize business owner. And I hope I’ve opened your eyes on all the ways that Chalice delivers unmatched value and ROI.

Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight

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Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.

Has The Fed Taken Up “Trash Talking?”

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It looks like the Chairman of the Federal Reserve, Jerome Powell (or, JPow), and his new "sidekick" Treasury Secretary Janet Yellen (JYell?) have realized they may have a big problem on their hands.

Coming to a Location Near You: Bitcoin ATMs

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A lot of people are beginning to use a Bitcoin ATM and those devices are popping up at more and more locations at very rapid pace.

The Taylor Report (3/16/21)

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What's new? BITCOIN hit a new high (above $60K), pulled back and is now up just a touch above last week's Taylor Report. GOLD has inched up a little, giving hope to the gold bugs that all is OK. S&P 500 broke through 3,900 and is challenging 4,000.