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The Week in Digital Wealth (1/8/24)

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Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

The Week in Digital Wealth (11/14/23)

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Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

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...

Advisor Tech Talk (Week of 11/7/23)

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Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

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...

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

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Innovation continued to rule despite higher temperatures. That said, it seems the grass is greener on the other side for many Americans. Another credit card is...

The Week in Digital Wealth (10/9/23)

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  Happy Columbus Day! The FinTech industry continued to move along with TS Imagine's new tools. BBH, the FI giant, added execution services. The BIS continued the CBDC...

Top 5 VC Deals of the Week in Fintech (9/12/23)

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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...

The Week in Digital Wealth (8/21/23)

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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

The Week in Digital Wealth (7/25/23)

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...