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Top 5 VC Deals of the Week in Fintech (10/21/24)
Promising, Promises, Promissary...the 'magic' ingredients list
While the names of startups and award amounts change weekly in this column, the transactional details...
FINTECH VIEWS: Aligning a Support Infrastructure
Earlier this year, Sanctuary Wealth acquired tru Independence, and the firms have been hard at work bringing together their services, operations and technology stacks.
Bob...
Top 5 VC Deals of the Week in Fintech (10/13/24)
AI, the shiny new thing
AI is exciting, the possibilities are endless, and VCs are enthralled with the shiny new tool. This...
FINTECH VIEWS: Prudential’s Bold New Digital Push – Hispanic Market Campaign Goes High-Tech
In a world where digital innovation drives engagement, Prudential Financial, Inc. (NYSE: PRU) has unveiled its new Hispanic Market Campaign, a tech-forward initiative designed...
Top 5 VC Deals of the Week in Fintech (10/9/24)
About those valuations...
In finance, determining net worth is based on numerous factors such as balance sheets, P&L statements, bank records, credit...
FINTECH VIEWS: Six Things to Know About Advisor Transitions – An Interview with Grier...
By Billy Hopkins
At Silver Oak, we’re no strangers to the advisor transition process; in fact, we’ve made it a cornerstone of our business to...
FINTECH VIEWS Q&A: TradingBlock Founder and CEO on Serving a Spectrum of Traders
Founded in 2003 by Chicago Board of Options Exchange (Cboe) alum Jere Wickert, TradingBlock began as a broker-dealer and has evolved over the years...
Top 5 VC Deals of the Week in Fintech (10/2/24)
Other pockets
It's no surprise that 2024 is shaping up to be one of the slowest years for deal activity—way down compared...
FINTECH VIEWS: Bridging the Gap with Technology
This summer, the Money Management Institute, the New York-based professional association for firms offering clients financial guidance and investment advisory services, along with the...
FINTECH VIEWS: Vestmark Partners with BlackRock to Enhance Custom Model Portfolio Offerings: Q&A
Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...