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Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Prof. Steve Lupien of Univ of Wyoming...
Welcome to my new Zoomcast series "Fintech & Philosophy",
where we we explore the personal motivations that drive the
successes behind fintech’s top C-suite executives!
* *...
ADVISOR GROUP TO SIMPLIFY BUSINESS STRUCTURE UNDER ONE NEW BRAND
Rumor became reality as Advisor Group announced plans to consolidate its multi-firm network into a single, rebranded entity. Over the next 18 to 24...
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
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?”
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...
REAL CLEAR CRYPTO: Crypto Offers Etsy Sellers a Banking-Related Payment Delay Solution
The recent collapse of Silicon Valley Bank and the subsequent delay in payments for some Etsy sellers highlights the need for a more reliable and secure payment system.
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...
Decentralized Diaries For The Week of 4/25/23
By Christopher Hamman
Tether will remain King of the Hill for a bit. Maybe until some new “kid on the block” comes along...
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...