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Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...

Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creative minds work! Meanwhile, make sure to read "The Election, Football & Markets" - it will help you make sense of this wild & crazy world we're living in at present!

Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh.  A super news-filled week - so make sure to check it all out! READ UP!!

By Robert Cruz | VP, Regulatory and Information Governance at Smarsh By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

Friends, we have a new zoomcast series launching in April - "Fintech & Philosphy"! Watch for it here & on LinkedIn!  In the meantime, SO MUCH NEWS and new thought leadership for you this week!  READ UP!

Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week.  Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year.  READ UP!

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!

By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...