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2021 was an unprecedented year for funding across sectors, as deals surpassed previous years. But one quarter into 2023, can we...

According to CB Insights, the global venture ecosystem continued to cool off in Q1'23 as funding decreased 13% quarter-over-quarter to pre-pandemic...

By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury...

As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...

Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...

Hoping everyone enjoyed the long Memorial Day weekend and we're back at it this week with a...

Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.

Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust.