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The Week in Digital Wealth (3/4/24)
Happy New Month!
Product updates aren't new, but they surely made a difference this past week. Credit unions were also on the go and instant...
The Week in Digital Wealth (1/29/24)
The industry calmed down as the post-holiday activities resumed in earnest.
NASDAQ launched an interesting IPO data tool;
CME and DTCC revealed a cross-margin...
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
AI & Finance™ Announcement
Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...
The Week in Digital Wealth (1/15/24)
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere.
Bloomberg has launched a new data tool
Circle started its...
INTELLIGENCE FOR GROWTH: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche...
Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.
Top 5 VC Deals of the Week in Fintech (10/23/23)
The Game of Monopoly...
Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...
Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group
Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...
Top 5 VC Deals of the Week in Fintech (9/12/23)
The bigger they are (the harder they fall)...
Many VC-backed startups have closed down or seen valuations fall in the past few...
Top 5 VC Deals of the Week in Fintech (9/4/23)
Not so fast...
Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...