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The Week in Digital Wealth (10/25/22)

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By Christopher Hamman It’s been quite the week in the fintech sector! Goldman Sachs and Qontigo deepened their collaborations. Friendly...

What if……………?

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Seriously. What if some deep suppressed thoughts actually happened? Are they the BLACK SWAN events that pop out of the blue? Are they really Grey Swan...

The Week in Digital Wealth (5/31/22)

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

Top 5 VC Deals of the Week in Digital Wealth (5/24/22)

For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...

The Week in Digital Wealth (3/29/22)

Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.

FREE WEBINAR: Risk Management – How to Tailor Investment Strategies

When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances. 

Advisor Tech Talk (7/28/21)

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The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.

T3 and ScratchWorks Team Up for One Big Week in Texas

Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas.

Fintech in Q1/21 – Where are We Headed Next?

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With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed

What’s FinTech’s Next Billion Dollar Idea? ScratchWorks Believes It’s Found Two

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ScratchWorks, a leading FinTech accelerator, today announced that Lifeworks and ReAllocate received a combined $5,000,000 of funding in its 3rd annual competition to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry