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FINTECH VIEWS: What Does WealthTech M&A Really Mean for Financial Advisors?
By Reed Colley
Remember Nokia?
Maybe not, but once upon a time Nokia was one of the most innovative mobile phone companies in the world.
Nokia was,...
Top 5 VC Deals of the Week in Fintech (9/16/24)
Instant Satisfaction
Nothing is better than the instant satisfaction of receiving money due to us when we request it. We no longer...
Top 5 VC Deals of the Week in Fintech (9/9/24)
How much is too much, and how big is too big?
Money moving makes the news in VCs, startups, and big tech....
Top 5 VC Deals of the Week in Fintech (9/2/24)
Early to AI, early to rise
The case uses for AI are endless, translating into actual cost savings. Recently, Amazon's President and...
Top 5 VC Deals of the Week in Fintech (8/26/24)
If you build it, they will come.
Many startups could win the game if it were as simple as building a baseball...
FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities
As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...
Top 5 VC Deals of the Week in Fintech (8/19/24)
A battle to the end....
As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...
FINTECH VIEWS: Technology’s Role in Yielding Retirement Income That Lasts
The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...
Top 5 VC Deals of the Week in Fintech (8/14/24)
Round and round it goes, when it'll stop, nobody knows...
Series funding continues for mid to late-stage startups with proven records. Meanwhile,...