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MARTECH MINUTES: From Expectations to Delivering Value

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The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.

Advisor Tech Talk (Week of 8/28/23)

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Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

Publisher Notes For 8/22/23

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Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!

REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption

In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.

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...

Advisor Tech Talk (Week of 8/21/23)

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This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

Decentralized Diaries for the Week of 8/14/23

Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no...

Advisor Tech Talk (Week of 8/14/23)

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This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

REAL CLEAR CRYPTO: It’s Not About Bitcoin – It’s About the Technology

Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that the same technology that powers Bitcoin will power tomorrow’s technology companies. 

Advisor Tech Talk (Week of 8/08/23)

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We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...