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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

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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

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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.
NEWS BRIEF 4

LaSalle St.’s Technology Learning Center Adds Concierge Service

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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

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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)

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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...

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Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...