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Top 5 VC Deals of the Week in Fintech (8/7/23)
Fairwell, Au Revoir, Adios, Auf Wiedersehen.
Tech layoffs are slowing, but many companies are laying off most, if not all, of their...
WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider
It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.
AI ILLUMINATIONS: Spring Cleaning Your Wealth Tech
Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.
LaSalle St.’s Technology Learning Center Adds Concierge Service
Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...
REAL CLEAR CRYPTO: Bitcoin IS Green – Here’s Why
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
Decentralized Diaries for the Week of 8/1/23
The crypto bills are finally heading in one direction.
That's a big win for the Bitcoin (and crypto) community.
It's a long way ahead before the...
The Week in Digital Wealth (8/1/23)
Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended).
That said, with...
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech...
Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...