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Top 5 VC Deals of the Week in Fintech (11/14/23)
Rolaids...
VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Top 5 VC Deals of the Week in Fintech (11/6/23)
An eye on AI (or sleeping with one eye open?)
Last week, the Biden Administration released an executive order laying out a...
MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Top 5 VC Deals of the Week in Fintech (10/31/23)
A, B, C, it's easy as 1-2-3 ...
Innovation has been fast and furious for the Fintech sector, with lots and lots...