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Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...

This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

Late to the party ... Sometimes, it's beneficial to be late to the party; just showing up is still fashionable. The same...

Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...

Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.

  As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir is going...