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Advisor Tech Talk (Week of 6/25/24)

Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Top 5 VC Deals of the Week in Fintech (5/12/24)

Flat, as a pancake VC deals are not going up or down—they are essentially flat 'as a pancake' month over month. Even...

The Week in Digital Wealth (4/29/24)

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Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...

The Week in Digital Wealth (4/8/24)

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Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

The Week in Digital Wealth (1/15/24)

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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Decentralized Diaries for the Week of 12/19/23

A (crypto) house divided against itself cannot stand. The CFTC and SEC are going in opposite directions. Then again, Rostin Benham said he and...

Top 5 VC Deals of the Week in Fintech (12/19/23)

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Burning a hole (in VC pockets)... As we approach the end of one of the most challenging years for funding, what remains...

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

The Week in Digital Wealth (10/31/23)

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"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...