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With the holiday season upon us, you'd think things would be slowing down but that's not the case in the fintech world.  More mega VC deals have just closed, the Fed is up to who knows what this season, and we just interviewed Congressman Tom Emmer in our podcast series about the future of crypto.  Read (and listen) up!

When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.

Nothing is too big to fail. Not businesses, not people, empires or even countries. Sometimes it's a slow "death," sometimes its quick and messy and sometimes its a combination of those two.

As the leading source for news, analysis and insights at the intersection of...

Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.

This is part 2 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Participants in session #2 will gain an understanding of Digital Wallets and how they work. They will also be introduced to concepts such as staking and novel digital assets such as stablecoins and CBDCs (Central Bank Digital Currencies).

Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.

This is part 3 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session Three provides a comprehensive primer into investing in cryptocurrencies and digital assets.

Clearly, from looking at the number of huge deals that have gone down the past week, VCs are looking to deploy capital before end of year. This week, we had to leave several deals off our Top 5 list that exceeded $200M.

The Thanksgiving holiday may be over, but there is a feast happening in the advisor tech space. Financial advisors have access to a new crypto index for retail investors. Retirements are up and so are client incomes. AI is powering more wealth management support functions. And firms are making acquisitions right up to the end of the year.