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Top 5 VC Deals of the Week in Fintech (9/18/23)
Does valuation = profitability?
This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
Inflation vs. Actual Cost. Revealing.
You've heard this before ... "If inflation is moderating why do I always seem to have less money?" Well, it's tricky and can be...
The Week in Digital Wealth (9/12/23)
The industry seems set for the fall, which may spring a few surprises!
With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product.
State...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
The Week in Digital Wealth (9/4/23)
Happy New Month and Labor Day!
Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data.
That...
Publisher Notes For 8/29/23
Friends, ever wonder about the secret sauce that drives chamionship teams? Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week. Enjoy the unofficial end of summer and READ UP!!
MARTECH MINUTES: From Expectations to Delivering Value
The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.
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...