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The Week in Digital Wealth (12/6/22)
By Chris Robbins
Thanksgiving didn’t slow the always busy activity in digital wealth this week. In crypto, one...
Top 5 VC Deals of the Week in Digital Wealth (12/06/22)
Friends, for those of you who celebrated Thanksgiving in the US, we hope you had a beautiful time with family and...
Advisor Tech Talk (11/29/22)
By Chris Robbins
For the week before the Thanksgiving holiday, there was a lot going on in advisor technology.
Notably, Fidelity Institutional added...
Top 5 VC Deals of the Week in Digital Wealth (11/22/22)
Friends, it's Thanksgiving week here in the US, but AS YOU KNOW, the news NEVER stops (sometimes I SO wish it...
The Week in Digital Wealth (11/22/22)
By Chris Robbins
Oh what a week in digital wealth!
In the realm of fintech and apps, State Street...
The Week in Digital Wealth (10/25/22)
By Christopher Hamman
It’s been quite the week in the fintech sector!
Goldman Sachs and Qontigo deepened their collaborations.
Friendly...
Top 5 VC Deals of the Week in Digital Wealth (10/18/22)
Frineds, checking in with our latest news in fintech venture capital. While we are always optimistic about the sector and the...
The Week in Digital Wealth (10/4/22)
By Christopher Robbins
It was a very busy week in digital wealth, and to bring it to you...
Top 5 VC Deals of the Week in Digital Wealth (10/4/22)
Here we go with a fresh look at the past week's largest venture capital deals in fintech...
AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...
Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.