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Applications Open for the Second Cohort of The Founders Arena WealthTech Accelerator
By Pamela Cytron, President, The Founders Arena
January 22, 2024
As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...
Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...
Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...
Decentralized Diaries for the Week of 1/23/24
Are crypto prices heading for another gray period in the middle of winter?
That may not be the case, but let's wait and see.
Solana...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
Smarsh Survey Highlights Potential Off-Channel Communications Policy Gap for Firms
In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...
STANDARD DEVIATIONS PODCAST: Richard Shotton – The Illusion of Choice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory,...
REAL CLEAR CRYPTO: Building a Balanced $10,000 Cryptocurrency Portfolio in 2024
For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your allocated funds.
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
WEALTHTECH INSIDER: How Advisors Can Seize the Volatility Opportunity
In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...