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AI & Finance™ | News for the Week Ending 2/9/24

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A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

Applications Open for the Second Cohort of The Founders Arena WealthTech Accelerator

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By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

GOLD vs BITCOIN vs BITCOIN ETF

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It's official. As promised, there is now a fully regulated spot bitcoin ETF. The SEC and its fearless leader, Gary Gensler, 'pulled the trigger' (with...

MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024

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As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

Advisor Tech Talk (Week of 12/19/23)

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Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Top 5 VC Deals of the Week in Fintech (11/27/23)

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Actors on stage... Long before 'lights, camera, action' are the auditions. In the startup world, those auditioning are likely the startup's founders....

Advisor Tech Talk (Week of 11/21/23)

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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience

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Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

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...

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

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As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.