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Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

What's Hot (and What's not) There are four hot sectors that Crunchbase has identified as continuing to win cash; Generative AI, Power...

Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.

Today, we revisit an interview from the recent past with Orion’s CMO Kelly Waltrich and Dr. Daniel Crosby on the intersection of planning, behavioral insights, and tech for financial advisors

Now - there are digital banks for teenagers (Step comes to mind and we just reported on them recently). There are platforms that enable you to gift your teen with fractional shares of stocks, like Stockpile and GiveAShare. All well and good - we love seeing platforms come out that help our young'ns become financially savvy and begin building portfolios.