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The Week in Digital Wealth (10/9/23)
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...
Advisor Tech Talk (Week of 10/09/23)
This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.
Edelman Financial Engines and...
Top 5 VC Deals of the Week in Fintech (9/12/23)
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 (8/28/23)
The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed.
Tradeweb was...
The Week in Digital Wealth (5/3/23)
By Christopher Hamman
Happy new month!
Besides banking failures, the "other" big issue hovering in the air is a...
The Week in Digital Wealth (1/10/23)
By Christopher Hamman
The year got off to a great start, with earnings announcements from financial service providers...
Top 5 VC Deals of the Week in Digital Wealth (12/13/22)
As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
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...
REAL CLEAR CRYPTO: Crypto Screams for Regulation
The bankruptcy of FTX took down with it at least 130 cryptocurrency companies associated with the firm. What a mess. The silver lining is that we will get crypto regulation sooner than we were expecting.
FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level
As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.