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The Week in Digital Wealth (8/6/24)
Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...
Who’s On First? Or, Who’s In Charge?
Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...
Let’s Talk A Little About A Lot
Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.
FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.
FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
Top 5 VC Deals of the Week in Fintech (7/8/24)
A Different Game
2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...
The Week in Digital Wealth (6/25/24)
An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...
Decentralized Diaries for the Week of 6/4/24
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
FINTECH VIEWS: The Tech Integration Evolution in Wealth Management
As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...