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The Week in Digital Wealth (8/7/23)
The drop in U.S. credit ratings did not slow things down in the industry.
Then again, the downgrade is a sign of the chaotic times...
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
The Week in Digital Wealth (8/1/23)
Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended).
That said, with...
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech...
Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...
Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
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...
The Week in Digital Wealth (7/17/23)
While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...
Advisor Tech Talk (Week of 6/28/23)
This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...
The Week in Digital Wealth (6/28/23)
As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is...